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$66.18
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
Invesco MSCI World SRI Index R5
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.32M
CWGCX vs VSQFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQFX commentary
May 23, 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: 130B vs. VSQFX (17.3M). VSQFX pays higher dividends than CWGCX: VSQFX (1.58) vs CWGCX (0.92). 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 : 2.21 vs. VSQFX (1.94). VSQFX return over 5 years is better than : 75.66 vs. CWGCX (50.78).
| 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 | 5.679 | 3.473 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 17.3M | 751,445% |
| Annual Yield % from dividends | 0.92 | 1.58 | 58% |
| Returns for 1 year | 2.21 | 1.94 | 114% |
| Returns for 3 years | 29.79 | 34.30 | 87% |
| Returns for 5 years | 50.78 | 75.66 | 67% |
| Returns for 10 years | 40.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement