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CWGCX vs VSQCX
CWGCX vs VSQCX Comparison
Open Charts CWGCX vs VSQCX
American Funds Capital World Gr&Inc C
Price$65.56
Change+$1.28 (+1.99%)
VolumeN/A
Net Assets124.97B
Invesco MSCI World SRI Index C
Price$16.21
Change+$0.42 (+2.66%)
VolumeN/A
Net Assets16.37M
CWGCX vs VSQCX Comparison Chart
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CWGCX vs. VSQCX commentary
May 13, 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 VSQCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. VSQCX (16.4M). CWGCX pays higher dividends than VSQCX: CWGCX (0.92) vs VSQCX (0.84). CWGCX was incepted earlier than VSQCX: CWGCX (24 years) vs VSQCX (9 years). VSQCX (3.20) is less costly to investors than CWGCX (1.49). VSQCX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQCX: CWGCX (250) vs VSQCX (1000). CWGCX annual gain was more profitable for investors over the last year : 1.04 vs. VSQCX (-3.21). VSQCX return over 5 years is better than : 63.71 vs. CWGCX (50.72).
| CWGCX | VSQCX | CWGCX / VSQCX | |
| Total Expense Ratio | 1.49 | 1.19 | 125% |
| Annual Report Gross Expense Ratio | 1.49 | 3.20 | 47% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.583 | -2.591 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 16.4M | 762,195% |
| Annual Yield % from dividends | 0.92 | 0.84 | 110% |
| Returns for 1 year | 1.04 | -3.21 | -33% |
| Returns for 3 years | 25.75 | 20.02 | 129% |
| Returns for 5 years | 50.72 | 63.71 | 80% |
| Returns for 10 years | 36.35 | N/A | - |
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