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CWGCX vs VSQFX
CWGCX vs VSQFX Comparison
Open Charts CWGCX vs VSQFX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Invesco MSCI World SRI Index R5
Price$18.18
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets18.18M
CWGCX vs VSQFX Comparison Chart in %
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CWGCX vs. VSQFX commentary
Aug 17, 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: 137B vs. VSQFX (18.2M). VSQFX pays higher dividends than CWGCX: VSQFX (1.43) vs CWGCX (0.84). 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 : 10.57 vs. VSQFX (3.98). VSQFX return over 5 years is better than : 60.90 vs. CWGCX (43.67).
| 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 | 14.975 | 9.162 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.2M | 752,747% |
| Annual Yield % from dividends | 0.84 | 1.43 | 58% |
| Returns for 1 year | 10.57 | 3.98 | 266% |
| Returns for 3 years | 38.58 | 29.75 | 130% |
| Returns for 5 years | 43.67 | 60.90 | 72% |
| Returns for 10 years | 59.96 | N/A | - |
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