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AQGRX vs WGIFX
AQGRX vs WGIFX Comparison
Open Charts AQGRX vs WGIFX
AQR Global Equity R6
Price$12.27
Change+$0.10 (+0.82%)
VolumeN/A
Net Assets468.42M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AQGRX vs WGIFX Comparison Chart in %
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AQGRX vs. WGIFX commentary
Jul 07, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. AQGRX (468M). AQGRX pays higher dividends than WGIFX: AQGRX (2.08) vs WGIFX (1.67). AQGRX was incepted earlier than WGIFX: AQGRX (12 years) vs WGIFX (17 years). AQGRX (0.74) is less costly to investors than WGIFX (0.52). AQGRX is a more actively managed with annual turnover of: 121.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than AQGRX: WGIFX (250) vs AQGRX (50000000). AQGRX (9.92) and WGIFX (9.60) have marching annual gain over last year. AQGRX return over 5 years is better than : 63.86 vs. WGIFX (54.28).
| AQGRX | WGIFX | AQGRX / WGIFX | |
| Total Expense Ratio | 0.72 | 0.52 | 138% |
| Annual Report Gross Expense Ratio | 0.74 | 0.52 | 142% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 15.864 | 13.694 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 136B | 0% |
| Annual Yield % from dividends | 2.08 | 1.67 | 124% |
| Returns for 1 year | 9.92 | 9.60 | 103% |
| Returns for 3 years | 56.16 | 51.13 | 110% |
| Returns for 5 years | 63.86 | 54.28 | 118% |
| Returns for 10 years | 70.91 | 64.28 | 110% |
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