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CWGCX vs VSQYX
CWGCX vs VSQYX Comparison
Open Charts CWGCX vs VSQYX
American Funds Capital World Gr&Inc C
Price$57.22
Change-$3.68 (-6.04%)
VolumeN/A
Net Assets118.88B
Invesco MSCI World SRI Index Y
Price$14.51
Change-$0.92 (-5.96%)
VolumeN/A
Net Assets16.31M
CWGCX vs VSQYX Comparison Chart
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CWGCX vs. VSQYX commentary
Apr 05, 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 (16.3M). 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 : -0.53 vs. VSQYX (-3.98). VSQYX return over 5 years is better than : 89.60 vs. CWGCX (64.18).
| 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 | 0.700 | -3.892 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 16.3M | 730,061% |
| Annual Yield % from dividends | 0.93 | 1.59 | 58% |
| Returns for 1 year | -0.53 | -3.98 | 13% |
| Returns for 3 years | 9.63 | 5.55 | 173% |
| Returns for 5 years | 64.18 | 89.60 | 72% |
| Returns for 10 years | 37.61 | N/A | - |
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