Interact to see
Advertisement
Advertisement
AQGRX vs WGIFX
AQGRX vs WGIFX Comparison
Open Charts AQGRX vs WGIFX
AQR Global Equity R6
Price$12.78
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets489.34M
American Funds Capital World Gr&Inc F2
Price$72.26
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
AQGRX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQGRX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. AQGRX (489M). AQGRX pays higher dividends than WGIFX: AQGRX (2.06) 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 annual gain was more profitable for investors over the last year : 14.49 vs. WGIFX (9.72). AQGRX return over 5 years is better than : 59.71 vs. WGIFX (47.69).
| 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 | 20.680 | 14.935 | 138% |
| 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 | 1.67 | 123% |
| Returns for 1 year | 14.49 | 9.72 | 149% |
| Returns for 3 years | 49.97 | 44.01 | 114% |
| Returns for 5 years | 59.71 | 47.69 | 125% |
| Returns for 10 years | 85.55 | 73.72 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IBIH | 26.30 | 0.03 | +0.13% |
| iShares iBonds Oct 2031 Term Tips ETF | |||
| RSMC | 25.95 | 0.01 | +0.06% |
| Rockefeller U.S. Small-Mid Cap ETF | |||
| CARY | 20.89 | N/A | N/A |
| Angel Oak Income ETF | |||
| VTN | 10.29 | -0.04 | -0.39% |
| Invesco Trust for Investment Grade New York Municipals | |||
| CEF | 30.59 | -0.29 | -0.94% |
| Sprott Physical Gold and Silver Trust | |||