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CWGCX vs VSQFX
CWGCX vs VSQFX Comparison
Open Charts CWGCX vs VSQFX
American Funds Capital World Gr&Inc C
Price$74.14
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets140.42B
Invesco MSCI World SRI Index R5
Price$18.46
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets18.26M
CWGCX vs VSQFX Comparison Chart in %
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CWGCX vs. VSQFX commentary
Sep 16, 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 VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. VSQFX (18.3M). VSQFX pays higher dividends than CWGCX: VSQFX (1.40) vs CWGCX (0.82). CWGCX was incepted earlier than VSQFX: CWGCX (25 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 : 12.39 vs. VSQFX (2.81). VSQFX return over 5 years is better than : 59.74 vs. CWGCX (46.00).
| CWGCX | VSQFX | CWGCX / VSQFX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.49 | 2.08 | 72% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.146 | 10.060 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3M | 765,027% |
| Annual Yield % from dividends | 0.82 | 1.40 | 58% |
| Returns for 1 year | 12.39 | 2.81 | 441% |
| Returns for 3 years | 55.21 | 46.44 | 119% |
| Returns for 5 years | 46.00 | 59.74 | 77% |
| Returns for 10 years | 75.54 | N/A | - |
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