Interact to see
Advertisement
Advertisement
CWGCX vs VSQAX
CWGCX vs VSQAX Comparison
Open Charts CWGCX vs VSQAX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Invesco MSCI World SRI Index A
Price$17.23
Change+$0.12 (+0.70%)
VolumeN/A
Net Assets17.27M
CWGCX vs VSQAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQAX commentary
Jun 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 CWGCX is a Buy and VSQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. VSQAX (17.3M). VSQAX pays higher dividends than CWGCX: VSQAX (1.31) vs CWGCX (0.87). CWGCX was incepted earlier than VSQAX: CWGCX (24 years) vs VSQAX (9 years). VSQAX (2.45) is less costly to investors than CWGCX (1.49). VSQAX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQAX: CWGCX (250) vs VSQAX (1000). CWGCX annual gain was more profitable for investors over the last year : 5.53 vs. VSQAX (2.02). VSQAX return over 5 years is better than : 58.52 vs. CWGCX (42.30).
| CWGCX | VSQAX | CWGCX / VSQAX | |
| Total Expense Ratio | 1.49 | 0.44 | 339% |
| Annual Report Gross Expense Ratio | 1.49 | 2.45 | 61% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 8.711 | 3.384 | 257% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 0.87 | 1.31 | 67% |
| Returns for 1 year | 5.53 | 2.02 | 275% |
| Returns for 3 years | 26.86 | 26.20 | 103% |
| Returns for 5 years | 42.30 | 58.52 | 72% |
| Returns for 10 years | 49.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers