Interact to see
Advertisement
Advertisement
CWGCX vs VSQYX
CWGCX vs VSQYX Comparison
Open Charts CWGCX vs VSQYX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Invesco MSCI World SRI Index Y
Price$18.19
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets18.18M
CWGCX vs VSQYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQYX commentary
Aug 16, 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 (18.2M). VSQYX pays higher dividends than CWGCX: VSQYX (1.43) vs CWGCX (0.84). 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 : 10.57 vs. VSQYX (3.98). VSQYX return over 5 years is better than : 60.90 vs. CWGCX (43.67).
| 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 | 14.975 | 9.162 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.2M | 752,747% |
| Annual Yield % from dividends | 0.84 | 1.43 | 58% |
| Returns for 1 year | 10.57 | 3.98 | 266% |
| Returns for 3 years | 38.58 | 29.75 | 130% |
| Returns for 5 years | 43.67 | 60.90 | 72% |
| Returns for 10 years | 59.96 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement