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CWGCX vs VSQAX
CWGCX vs VSQAX Comparison
Open Charts CWGCX vs VSQAX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
Invesco MSCI World SRI Index A
Price$17.67
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets17.88M
CWGCX vs VSQAX Comparison Chart in %
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CWGCX vs. VSQAX commentary
Aug 08, 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 StrongBuy and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. VSQAX (17.9M). VSQAX pays higher dividends than CWGCX: VSQAX (1.27) vs CWGCX (0.84). 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 : 15.52 vs. VSQAX (7.60). VSQAX return over 5 years is better than : 56.56 vs. CWGCX (42.47).
| 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 | 13.022 | 6.344 | 205% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 17.9M | 754,190% |
| Annual Yield % from dividends | 0.84 | 1.27 | 66% |
| Returns for 1 year | 15.52 | 7.60 | 204% |
| Returns for 3 years | 40.04 | 29.90 | 134% |
| Returns for 5 years | 42.47 | 56.56 | 75% |
| Returns for 10 years | 54.64 | N/A | - |