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CWGCX vs VSQAX
CWGCX vs VSQAX Comparison
Open Charts CWGCX vs VSQAX
American Funds Capital World Gr&Inc C
Price$74.34
Change+$1.18 (+1.61%)
VolumeN/A
Net Assets138.57B
Invesco MSCI World SRI Index A
Price$18.52
Change+$0.28 (+1.54%)
VolumeN/A
Net Assets7.21M
CWGCX vs VSQAX Comparison Chart in %
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CWGCX vs. VSQAX commentary
Oct 14, 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 Hold and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. VSQAX (7.21M). VSQAX pays higher dividends than CWGCX: VSQAX (1.21) vs CWGCX (0.77). CWGCX was incepted earlier than VSQAX: CWGCX (25 years) vs VSQAX (9 years). VSQAX (2.00) 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 : 9.50 vs. VSQAX (-0.39). VSQAX return over 5 years is better than : 54.43 vs. CWGCX (45.53).
| CWGCX | VSQAX | CWGCX / VSQAX | |
| Total Expense Ratio | 1.49 | 0.45 | 331% |
| Annual Report Gross Expense Ratio | 1.49 | 2.00 | 75% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.138 | 10.211 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.21M | 1,928,413% |
| Annual Yield % from dividends | 0.77 | 1.21 | 63% |
| Returns for 1 year | 9.50 | -0.39 | -2,419% |
| Returns for 3 years | 68.34 | 59.32 | 115% |
| Returns for 5 years | 45.53 | 54.43 | 84% |
| Returns for 10 years | 71.39 | N/A | - |