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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Invesco MSCI World SRI Index R
Price$17.08
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets17.27M
CWGCX vs VSQRX Comparison Chart
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CWGCX vs. VSQRX commentary
Jun 07, 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: 131B vs. VSQRX (17.3M). VSQRX pays higher dividends than CWGCX: VSQRX (1.15) vs CWGCX (0.87). 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 : 5.53 vs. VSQRX (1.62). VSQRX return over 5 years is better than : 56.51 vs. CWGCX (42.30).
| 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 | 8.711 | 3.228 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 0.87 | 1.15 | 76% |
| Returns for 1 year | 5.53 | 1.62 | 341% |
| Returns for 3 years | 26.86 | 25.08 | 107% |
| Returns for 5 years | 42.30 | 56.51 | 75% |
| Returns for 10 years | 49.31 | N/A | - |
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