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CWGCX vs VSQFX
CWGCX vs VSQFX Comparison
Open Charts CWGCX vs VSQFX
American Funds Capital World Gr&Inc C
Price$62.61
Change+$0.31 (+0.50%)
VolumeN/A
Net Assets121.98B
Invesco MSCI World SRI Index R5
Price$15.83
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets15.95M
CWGCX vs VSQFX Comparison Chart
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CWGCX vs. VSQFX commentary
Apr 28, 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: 122B vs. VSQFX (16M). 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 : 1.47 vs. VSQFX (-2.06). VSQFX return over 5 years is better than : 67.55 vs. CWGCX (48.12).
| 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 | -0.082 | -5.210 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 16M | 762,500% |
| Annual Yield % from dividends | 0.93 | 1.59 | 58% |
| Returns for 1 year | 1.47 | -2.06 | -71% |
| Returns for 3 years | 20.38 | 15.33 | 133% |
| Returns for 5 years | 48.12 | 67.55 | 71% |
| Returns for 10 years | 33.30 | N/A | - |
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