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CWGCX vs VSQFX
CWGCX vs VSQFX Comparison
Open Charts CWGCX vs VSQFX
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 R5
Price$15.43
Change-$0.62 (-3.86%)
VolumeN/A
Net Assets16.31M
CWGCX vs VSQFX Comparison Chart
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CWGCX vs. VSQFX commentary
Apr 04, 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 VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. VSQFX (16.3M). VSQFX pays higher dividends than CWGCX: VSQFX (1.59) vs CWGCX (0.93). CWGCX was incepted earlier than VSQFX: CWGCX (24 years) vs VSQFX (9 years). VSQFX (2.08) is less costly to investors than CWGCX (1.49). VSQFX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQFX: CWGCX (250) vs VSQFX (1000000). CWGCX annual gain was more profitable for investors over the last year : 0.08 vs. VSQFX (-3.98). VSQFX return over 5 years is better than : 89.61 vs. CWGCX (64.18).
| CWGCX | VSQFX | CWGCX / VSQFX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.49 | 2.08 | 72% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 0.700 | -3.892 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.3M | 754,601% |
| Annual Yield % from dividends | 0.93 | 1.59 | 58% |
| Returns for 1 year | 0.08 | -3.98 | -2% |
| Returns for 3 years | 10.58 | 5.56 | 190% |
| Returns for 5 years | 64.18 | 89.61 | 72% |
| Returns for 10 years | 38.58 | N/A | - |