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AQGRX vs RWIBX
AQGRX vs RWIBX Comparison
Open Charts AQGRX vs RWIBX
AQR Global Equity R6
Price$12.78
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets489.34M
American Funds Capital World Gr&Inc R2
Price$71.13
Change-$0.42 (-0.59%)
VolumeN/A
Net Assets137.09B
AQGRX vs RWIBX Comparison Chart in %
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AQGRX vs. RWIBX commentary
Aug 20, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. AQGRX (489M). AQGRX pays higher dividends than RWIBX: AQGRX (2.06) vs RWIBX (0.82). AQGRX was incepted earlier than RWIBX: AQGRX (12 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AQGRX (0.74). AQGRX is a more actively managed with annual turnover of: 121.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than AQGRX: RWIBX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 14.49 vs. RWIBX (8.58). AQGRX return over 5 years is better than : 59.71 vs. RWIBX (42.44).
| AQGRX | RWIBX | AQGRX / RWIBX | |
| Total Expense Ratio | 0.72 | 1.51 | 48% |
| Annual Report Gross Expense Ratio | 0.74 | 1.51 | 49% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 20.680 | 14.236 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 137B | 0% |
| Annual Yield % from dividends | 2.06 | 0.82 | 251% |
| Returns for 1 year | 14.49 | 8.58 | 169% |
| Returns for 3 years | 49.97 | 40.31 | 124% |
| Returns for 5 years | 59.71 | 42.44 | 141% |
| Returns for 10 years | 85.55 | 67.21 | 127% |
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