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AQGRX vs RWIFX
AQGRX vs RWIFX Comparison
Open Charts AQGRX vs RWIFX
AQR Global Equity R6
Price$13.40
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets508.43M
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
AQGRX vs RWIFX Comparison Chart in %
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AQGRX vs. RWIFX commentary
Sep 28, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. AQGRX (508M). AQGRX pays higher dividends than RWIFX: AQGRX (1.99) vs RWIFX (1.69). AQGRX was incepted earlier than RWIFX: AQGRX (12 years) vs RWIFX (23 years). AQGRX (0.74) is less costly to investors than RWIFX (0.46). AQGRX is a more actively managed with annual turnover of: 121.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AQGRX: RWIFX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 16.58 vs. RWIFX (9.77). AQGRX return over 5 years is better than : 71.59 vs. RWIFX (56.94).
| AQGRX | RWIFX | AQGRX / RWIFX | |
| Total Expense Ratio | 0.72 | 0.46 | 157% |
| Annual Report Gross Expense Ratio | 0.74 | 0.46 | 161% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 26.534 | 19.119 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 140B | 0% |
| Annual Yield % from dividends | 1.99 | 1.69 | 118% |
| Returns for 1 year | 16.58 | 9.77 | 170% |
| Returns for 3 years | 80.42 | 71.31 | 113% |
| Returns for 5 years | 71.59 | 56.94 | 126% |
| Returns for 10 years | 102.89 | 92.50 | 111% |
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