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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$73.70
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
Invesco MSCI World SRI Index R
Price$17.86
Change-$0.18 (-1.00%)
VolumeN/A
Net Assets7.18M
CWGCX vs VSQRX Comparison Chart in %
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CWGCX vs. VSQRX 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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. VSQRX (7.18M). VSQRX pays higher dividends than CWGCX: VSQRX (1.05) vs CWGCX (0.75). CWGCX was incepted earlier than VSQRX: CWGCX (25 years) vs VSQRX (9 years). VSQRX (2.25) 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 : 11.28 vs. VSQRX (-2.52). VSQRX return over 5 years is better than : 46.59 vs. CWGCX (37.57).
| CWGCX | VSQRX | CWGCX / VSQRX | |
| Total Expense Ratio | 1.49 | 0.70 | 213% |
| Annual Report Gross Expense Ratio | 1.49 | 2.25 | 66% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.112 | 8.770 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.18M | 1,950,676% |
| Annual Yield % from dividends | 0.75 | 1.05 | 72% |
| Returns for 1 year | 11.28 | -2.52 | -448% |
| Returns for 3 years | 47.52 | 39.11 | 121% |
| Returns for 5 years | 37.57 | 46.59 | 81% |
| Returns for 10 years | 68.97 | N/A | - |
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