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AQGRX vs WGIFX
AQGRX vs WGIFX Comparison
Open Charts AQGRX vs WGIFX
AQR Global Equity R6
Price$13.40
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets508.43M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
AQGRX vs WGIFX Comparison Chart in %
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AQGRX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. AQGRX (508M). AQGRX pays higher dividends than WGIFX: AQGRX (1.99) vs WGIFX (1.64). 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 : 16.58 vs. WGIFX (9.69). AQGRX return over 5 years is better than : 71.59 vs. WGIFX (56.59).
| 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 | 26.534 | 19.049 | 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 | 1.64 | 122% |
| Returns for 1 year | 16.58 | 9.69 | 171% |
| Returns for 3 years | 80.42 | 71.01 | 113% |
| Returns for 5 years | 71.59 | 56.59 | 126% |
| Returns for 10 years | 102.89 | 91.92 | 112% |
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