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CWGCX vs VSQYX
CWGCX vs VSQYX Comparison
Open Charts CWGCX vs VSQYX
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
Invesco MSCI World SRI Index Y
Price$15.69
Change+$0.27 (+1.75%)
VolumeN/A
Net Assets15.62M
CWGCX vs VSQYX Comparison Chart
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CWGCX vs. VSQYX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. VSQYX (15.6M). VSQYX pays higher dividends than CWGCX: VSQYX (1.59) vs CWGCX (0.93). 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 : 0.67 vs. VSQYX (-5.06). VSQYX return over 5 years is better than : 63.21 vs. CWGCX (47.39).
| 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 | -0.577 | -7.665 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 15.6M | 762,821% |
| Annual Yield % from dividends | 0.93 | 1.59 | 58% |
| Returns for 1 year | 0.67 | -5.06 | -13% |
| Returns for 3 years | 16.55 | 8.86 | 187% |
| Returns for 5 years | 47.39 | 63.21 | 75% |
| Returns for 10 years | 32.50 | N/A | - |