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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$13.71
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets534.62M
American Funds Capital World Gr&Inc F3
Price$76.81
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets143.4B
AQGRX vs FWGIX Comparison Chart in %
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AQGRX vs. FWGIX commentary
Dec 04, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 143B vs. AQGRX (535M). AQGRX pays higher dividends than FWGIX: AQGRX (1.87) vs FWGIX (1.64). 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: 121.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AQGRX: FWGIX (1000000) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 13.72 vs. FWGIX (13.02). AQGRX return over 5 years is better than : 57.40 vs. FWGIX (43.24).
| 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 | 28.895 | 22.415 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 143B | 0% |
| Annual Yield % from dividends | 1.87 | 1.64 | 114% |
| Returns for 1 year | 13.72 | 13.02 | 105% |
| Returns for 3 years | 61.78 | 50.97 | 121% |
| Returns for 5 years | 57.40 | 43.24 | 133% |
| Returns for 10 years | 102.98 | N/A | - |
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