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$75.12
Change+$1.20 (+1.62%)
VolumeN/A
Net Assets138.57B
Invesco MSCI World SRI Index A
Price$18.52
Change+$0.28 (+1.54%)
VolumeN/A
Net Assets7.21M
CWGFX vs VSQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VSQAX commentary
Oct 14, 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 Hold and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. VSQAX (7.21M). CWGFX pays higher dividends than VSQAX: CWGFX (1.35) vs VSQAX (1.21). CWGFX was incepted earlier than VSQAX: CWGFX (25 years) vs VSQAX (9 years). VSQAX (2.00) 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 : 10.30 vs. VSQAX (-0.39). VSQAX return over 5 years is better than : 54.43 vs. CWGFX (49.46).
| CWGFX | VSQAX | CWGFX / VSQAX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.80 | 2.00 | 40% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.754 | 10.211 | 193% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.21M | 1,928,413% |
| Annual Yield % from dividends | 1.35 | 1.21 | 112% |
| Returns for 1 year | 10.30 | -0.39 | -2,623% |
| Returns for 3 years | 71.66 | 59.32 | 121% |
| Returns for 5 years | 49.46 | 54.43 | 91% |
| Returns for 10 years | 76.14 | N/A | - |