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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$18.46
Change-$0.23 (-1.23%)
VolumeN/A
CapitalizationN/A
CWGCX vs VSQRX Comparison Chart
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CWGCX vs. VSQRX commentary
Nov 18, 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 Sell and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. VSQRX (17.5M). 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). VSQRX annual gain was more profitable for investors over the last year : 21.04 vs. CWGCX (18.22). VSQRX return over 5 years is better than : 62.74 vs. CWGCX (36.04).
| 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 | 12.381 | 15.664 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 17.5M | 714,286% |
| Annual Yield % from dividends | 1.04 | 1.28 | 82% |
| Returns for 1 year | 18.22 | 21.04 | 87% |
| Returns for 3 years | 1.67 | 12.98 | 13% |
| Returns for 5 years | 36.04 | 62.74 | 57% |
| Returns for 10 years | 46.10 | N/A | - |