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CWGCX vs VSQFX
CWGCX vs VSQFX Comparison
Open Charts CWGCX vs VSQFX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Invesco MSCI World SRI Index R5
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets18.18M
CWGCX vs VSQFX Comparison Chart in %
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CWGCX vs. VSQFX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. VSQFX (18.2M). VSQFX pays higher dividends than CWGCX: VSQFX (1.42) vs CWGCX (0.83). 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 : 8.49 vs. VSQFX (4.13). VSQFX return over 5 years is better than : 69.22 vs. CWGCX (48.95).
| 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 | 13.166 | 7.665 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 0.83 | 1.42 | 59% |
| Returns for 1 year | 8.49 | 4.13 | 205% |
| Returns for 3 years | 47.34 | 42.92 | 110% |
| Returns for 5 years | 48.95 | 69.22 | 71% |
| Returns for 10 years | 58.53 | N/A | - |
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