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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$12.53
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets564.93M
American Funds Capital World Gr&Inc F3
Price$74.59
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
AQGRX vs FWGIX Comparison Chart in %
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AQGRX vs. FWGIX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQGRX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. AQGRX (565M). FWGIX pays higher dividends than AQGRX: FWGIX (1.74) vs AQGRX (1.23). AQGRX was incepted earlier than FWGIX: AQGRX (12 years) vs FWGIX (9 years). AQGRX (0.74) is less costly to investors than FWGIX (0.41). AQGRX is a more actively managed with annual turnover of: 119.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AQGRX: FWGIX (1000000) vs AQGRX (50000000). FWGIX annual gain was more profitable for investors over the last year : 14.99 vs. AQGRX (13.50). AQGRX return over 5 years is better than : 39.39 vs. FWGIX (31.05).
| AQGRX | FWGIX | AQGRX / FWGIX | |
| Total Expense Ratio | 0.72 | 0.41 | 176% |
| Annual Report Gross Expense Ratio | 0.74 | 0.41 | 180% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 1.622 | 4.395 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 142B | 0% |
| Annual Yield % from dividends | 1.23 | 1.74 | 71% |
| Returns for 1 year | 13.50 | 14.99 | 90% |
| Returns for 3 years | 47.39 | 43.96 | 108% |
| Returns for 5 years | 39.39 | 31.05 | 127% |
| Returns for 10 years | 110.25 | N/A | - |
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