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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$63.10
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
Invesco MSCI World SRI Index R
Price$15.77
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets16.19M
CWGCX vs VSQRX Comparison Chart
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CWGCX vs. VSQRX commentary
Apr 03, 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 VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. VSQRX (16.2M). VSQRX pays higher dividends than CWGCX: VSQRX (1.24) vs CWGCX (0.93). CWGCX was incepted earlier than VSQRX: CWGCX (24 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than CWGCX (1.49). VSQRX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQRX: CWGCX (250) vs VSQRX (1000). CWGCX annual gain was more profitable for investors over the last year : 0.08 vs. VSQRX (-5.22). VSQRX return over 5 years is better than : 83.34 vs. CWGCX (64.18).
| CWGCX | VSQRX | CWGCX / VSQRX | |
| Total Expense Ratio | 1.49 | 0.69 | 216% |
| Annual Report Gross Expense Ratio | 1.49 | 2.70 | 55% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 0.700 | -4.689 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.2M | 759,259% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | 0.08 | -5.22 | -1% |
| Returns for 3 years | 10.58 | 3.89 | 272% |
| Returns for 5 years | 64.18 | 83.34 | 77% |
| Returns for 10 years | 38.58 | N/A | - |
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