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CWGCX vs VSQAX
CWGCX vs VSQAX Comparison
Open Charts CWGCX vs VSQAX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Invesco MSCI World SRI Index A
Price$15.28
Change-$0.62 (-3.90%)
VolumeN/A
Net Assets16.31M
CWGCX vs VSQAX Comparison Chart
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CWGCX vs. VSQAX commentary
Apr 05, 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: 123B vs. VSQAX (16.3M). VSQAX pays higher dividends than CWGCX: VSQAX (1.41) vs CWGCX (0.93). 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 : -0.53 vs. VSQAX (-4.30). VSQAX return over 5 years is better than : 86.93 vs. CWGCX (64.18).
| 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 | 0.700 | -3.927 | -18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.3M | 754,601% |
| Annual Yield % from dividends | 0.93 | 1.41 | 66% |
| Returns for 1 year | -0.53 | -4.30 | 12% |
| Returns for 3 years | 9.63 | 4.62 | 208% |
| Returns for 5 years | 64.18 | 86.93 | 74% |
| Returns for 10 years | 37.61 | N/A | - |
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