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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$67.06
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$17.92
Change-$0.17 (-0.94%)
VolumeN/A
CapitalizationN/A
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CWGCX vs VSQRX Comparison Chart
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CWGCX vs. VSQRX commentary
Sep 21, 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 StrongBuy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. VSQRX (17.2M). 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 : 23.77 vs. VSQRX (22.49). VSQRX return over 5 years is better than : 65.08 vs. CWGCX (42.84).
| 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 | 13.567 | 12.281 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17.2M | 744,186% |
| Annual Yield % from dividends | 1.04 | 1.28 | 82% |
| Returns for 1 year | 23.77 | 22.49 | 106% |
| Returns for 3 years | 7.42 | 19.33 | 38% |
| Returns for 5 years | 42.84 | 65.08 | 66% |
| Returns for 10 years | 49.33 | N/A | - |