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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$70.45
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Invesco MSCI World SRI Index R
Price$17.49
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets17.92M
CWGCX vs VSQRX Comparison Chart in %
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CWGCX vs. VSQRX commentary
Jul 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. VSQRX (17.9M). VSQRX pays higher dividends than CWGCX: VSQRX (1.11) vs CWGCX (0.83). 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 : 6.05 vs. VSQRX (-0.91). VSQRX return over 5 years is better than : 58.42 vs. CWGCX (44.69).
| 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 | 12.813 | 6.029 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 17.9M | 754,190% |
| Annual Yield % from dividends | 0.83 | 1.11 | 75% |
| Returns for 1 year | 6.05 | -0.91 | -666% |
| Returns for 3 years | 49.03 | 38.62 | 127% |
| Returns for 5 years | 44.69 | 58.42 | 76% |
| Returns for 10 years | 53.42 | N/A | - |
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