Ad is loading...
CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$61.32
Change+$0.82 (+1.36%)
VolumeN/A
Net Assets117.94B
Invesco MSCI World SRI Index R
Price$15.14
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets15.42M
CWGCX vs VSQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQRX commentary
Apr 24, 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 Buy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 118B vs. VSQRX (15.4M). VSQRX pays higher dividends than CWGCX: VSQRX (1.24) vs CWGCX (0.93). 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 : -2.22 vs. VSQRX (-6.67). VSQRX return over 5 years is better than : 56.72 vs. CWGCX (43.13).
| 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 | -3.450 | -9.013 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 15.4M | 766,234% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | -2.22 | -6.67 | 33% |
| Returns for 3 years | 12.83 | 5.88 | 218% |
| Returns for 5 years | 43.13 | 56.72 | 76% |
| Returns for 10 years | 28.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...