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AQGRX vs RWIFX
AQGRX vs RWIFX Comparison
Open Charts AQGRX vs RWIFX
AQR Global Equity R6
Price$12.55
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets484.07M
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AQGRX vs RWIFX Comparison Chart in %
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AQGRX vs. RWIFX commentary
Jul 27, 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: 137B vs. AQGRX (484M). AQGRX pays higher dividends than RWIFX: AQGRX (2.08) vs RWIFX (1.72). 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 : 17.15 vs. RWIFX (14.13). AQGRX return over 5 years is better than : 63.59 vs. RWIFX (52.85).
| 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 | 18.508 | 15.198 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 137B | 0% |
| Annual Yield % from dividends | 2.08 | 1.72 | 121% |
| Returns for 1 year | 17.15 | 14.13 | 121% |
| Returns for 3 years | 56.37 | 52.17 | 108% |
| Returns for 5 years | 63.59 | 52.85 | 120% |
| Returns for 10 years | 72.74 | 64.97 | 112% |
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