Interact to see
Advertisement
Advertisement
CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$71.17
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
Invesco MSCI World SRI Index A
Price$17.67
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets17.88M
CWGFX vs VSQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VSQAX commentary
Aug 08, 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 CWGFX is a StrongBuy and VSQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. VSQAX (17.9M). CWGFX pays higher dividends than VSQAX: CWGFX (1.42) vs VSQAX (1.27). CWGFX was incepted earlier than VSQAX: CWGFX (24 years) vs VSQAX (9 years). VSQAX (2.45) is less costly to investors than CWGFX (0.80). VSQAX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQAX: CWGFX (250) vs VSQAX (1000). CWGFX annual gain was more profitable for investors over the last year : 15.72 vs. VSQAX (7.60). VSQAX return over 5 years is better than : 56.56 vs. CWGFX (45.70).
| CWGFX | VSQAX | CWGFX / VSQAX | |
| Total Expense Ratio | 0.80 | 0.44 | 182% |
| Annual Report Gross Expense Ratio | 0.80 | 2.45 | 33% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 13.172 | 6.344 | 208% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 17.9M | 754,190% |
| Annual Yield % from dividends | 1.42 | 1.27 | 112% |
| Returns for 1 year | 15.72 | 7.60 | 207% |
| Returns for 3 years | 42.74 | 29.90 | 143% |
| Returns for 5 years | 45.70 | 56.56 | 81% |
| Returns for 10 years | 59.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement