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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
Invesco MSCI World SRI Index R
Price$16.72
Change-$0.31 (-1.82%)
VolumeN/A
Net Assets17.03M
CWGCX vs VSQRX Comparison Chart
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CWGCX vs. VSQRX commentary
Feb 23, 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 StrongBuy and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. VSQRX (17M). VSQRX pays higher dividends than CWGCX: VSQRX (1.28) vs CWGCX (1.04). CWGCX was incepted earlier than VSQRX: CWGCX (24 years) vs VSQRX (9 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 : 6.26 vs. VSQRX (2.18). VSQRX return over 5 years is better than : 44.48 vs. CWGCX (29.73).
| CWGCX | VSQRX | CWGCX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.224 | 1.827 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17M | 752,941% |
| Annual Yield % from dividends | 1.04 | 1.28 | 82% |
| Returns for 1 year | 6.26 | 2.18 | 287% |
| Returns for 3 years | 14.81 | 16.20 | 91% |
| Returns for 5 years | 29.73 | 44.48 | 67% |
| Returns for 10 years | 41.32 | N/A | - |