Interact to see
Advertisement
Advertisement
CWGCX vs VSQFX
CWGCX vs VSQFX Comparison
Open Charts CWGCX vs VSQFX
American Funds Capital World Gr&Inc C
Price$73.76
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Invesco MSCI World SRI Index R5
Price$18.27
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets7.1M
CWGCX vs VSQFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQFX commentary
Nov 20, 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 Hold and VSQFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. VSQFX (7.1M). VSQFX pays higher dividends than CWGCX: VSQFX (1.34) vs CWGCX (0.75). CWGCX was incepted earlier than VSQFX: CWGCX (25 years) vs VSQFX (9 years). VSQFX (1.64) 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 : 11.34 vs. VSQFX (-2.43). VSQFX return over 5 years is better than : 51.23 vs. CWGCX (37.86).
| CWGCX | VSQFX | CWGCX / VSQFX | |
| Total Expense Ratio | 1.49 | 0.20 | 745% |
| Annual Report Gross Expense Ratio | 1.49 | 1.64 | 91% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.208 | 9.401 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.1M | 1,957,471% |
| Annual Yield % from dividends | 0.75 | 1.34 | 56% |
| Returns for 1 year | 11.34 | -2.43 | -466% |
| Returns for 3 years | 47.64 | 41.68 | 114% |
| Returns for 5 years | 37.86 | 51.23 | 74% |
| Returns for 10 years | 69.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement