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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$16.46
Change-$0.47 (-2.78%)
VolumeN/A
CapitalizationN/A
CWGCX vs VSQRX Comparison Chart
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CWGCX vs. VSQRX commentary
Dec 19, 2024
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: 121B vs. VSQRX (17.7M). VSQRX pays higher dividends than CWGCX: VSQRX (1.28) vs CWGCX (1.04). CWGCX was incepted earlier than VSQRX: CWGCX (24 years) vs VSQRX (8 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. VSQRX (23.00). 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 : 11.39 vs. VSQRX (8.65). VSQRX return over 5 years is better than : 48.10 vs. CWGCX (29.79).
| CWGCX | VSQRX | CWGCX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 9.830 | 7.288 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 17.7M | 683,616% |
| Annual Yield % from dividends | 1.04 | 1.28 | 82% |
| Returns for 1 year | 11.39 | 8.65 | 132% |
| Returns for 3 years | 8.48 | 8.37 | 101% |
| Returns for 5 years | 29.79 | 48.10 | 62% |
| Returns for 10 years | 44.61 | N/A | - |
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