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CWGCX vs VSQYX
CWGCX vs VSQYX Comparison
Open Charts CWGCX vs VSQYX
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
Invesco MSCI World SRI Index Y
Price$18.11
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets17.99M
CWGCX vs VSQYX Comparison Chart in %
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CWGCX vs. VSQYX commentary
Sep 06, 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 VSQYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. VSQYX (18M). VSQYX pays higher dividends than CWGCX: VSQYX (1.40) vs CWGCX (0.82). 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 : 12.28 vs. VSQYX (4.29). VSQYX return over 5 years is better than : 58.03 vs. CWGCX (43.30).
| 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 | 15.632 | 8.443 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18M | 761,111% |
| Annual Yield % from dividends | 0.82 | 1.40 | 58% |
| Returns for 1 year | 12.28 | 4.29 | 286% |
| Returns for 3 years | 51.16 | 43.52 | 118% |
| Returns for 5 years | 43.30 | 58.03 | 75% |
| Returns for 10 years | 71.02 | N/A | - |