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CWGCX vs VSQYX
CWGCX vs VSQYX Comparison
Open Charts CWGCX vs VSQYX
American Funds Capital World Gr&Inc C
Price$66.18
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Invesco MSCI World SRI Index Y
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.04M
CWGCX vs VSQYX Comparison Chart
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CWGCX vs. VSQYX commentary
May 23, 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: 128B vs. VSQYX (17M). VSQYX pays higher dividends than CWGCX: VSQYX (1.58) vs CWGCX (0.92). 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 : 2.67 vs. VSQYX (0.58). VSQYX return over 5 years is better than : 72.71 vs. CWGCX (50.69).
| 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 | 5.615 | 1.737 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17M | 752,941% |
| Annual Yield % from dividends | 0.92 | 1.58 | 58% |
| Returns for 1 year | 2.67 | 0.58 | 462% |
| Returns for 3 years | 27.87 | 29.64 | 94% |
| Returns for 5 years | 50.69 | 72.71 | 70% |
| Returns for 10 years | 40.64 | N/A | - |
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