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CWGCX vs VSQYX
CWGCX vs VSQYX Comparison
Open Charts CWGCX vs VSQYX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.13B
Invesco MSCI World SRI Index Y
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets18.08M
CWGCX vs VSQYX Comparison Chart in %
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CWGCX vs. VSQYX commentary
Jul 04, 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 VSQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. VSQYX (18.1M). VSQYX pays higher dividends than CWGCX: VSQYX (1.42) vs CWGCX (0.83). CWGCX was incepted earlier than VSQYX: CWGCX (24 years) vs VSQYX (9 years). VSQYX (2.20) is less costly to investors than CWGCX (1.49). VSQYX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQYX: CWGCX (250) vs VSQYX (1000). CWGCX annual gain was more profitable for investors over the last year : 8.49 vs. VSQYX (3.55). VSQYX return over 5 years is better than : 68.37 vs. CWGCX (48.95).
| CWGCX | VSQYX | CWGCX / VSQYX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.49 | 2.20 | 68% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 13.166 | 7.126 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 18.1M | 745,856% |
| Annual Yield % from dividends | 0.83 | 1.42 | 59% |
| Returns for 1 year | 8.49 | 3.55 | 239% |
| Returns for 3 years | 47.34 | 42.20 | 112% |
| Returns for 5 years | 48.95 | 68.37 | 72% |
| Returns for 10 years | 58.53 | N/A | - |
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