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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$70.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
Invesco MSCI World SRI Index R
Price$17.66
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets18.01M
CWGCX vs VSQRX Comparison Chart in %
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CWGCX vs. VSQRX commentary
Aug 10, 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 VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. VSQRX (18M). VSQRX pays higher dividends than CWGCX: VSQRX (1.12) vs CWGCX (0.84). 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 : 13.48 vs. VSQRX (7.41). VSQRX return over 5 years is better than : 56.54 vs. CWGCX (43.17).
| 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 | 13.582 | 7.552 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18M | 755,556% |
| Annual Yield % from dividends | 0.84 | 1.12 | 75% |
| Returns for 1 year | 13.48 | 7.41 | 182% |
| Returns for 3 years | 41.53 | 31.35 | 132% |
| Returns for 5 years | 43.17 | 56.54 | 76% |
| Returns for 10 years | 56.97 | N/A | - |
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