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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Invesco MSCI World SRI Index A
Price$16.86
Change-$0.31 (-1.81%)
VolumeN/A
Net Assets17.03M
CWGFX vs VSQAX Comparison Chart
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CWGFX vs. VSQAX commentary
Feb 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 CWGFX is a StrongBuy and VSQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. VSQAX (17M). CWGFX pays higher dividends than VSQAX: CWGFX (1.64) vs VSQAX (1.30). CWGFX was incepted earlier than VSQAX: CWGFX (24 years) vs VSQAX (9 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VSQAX (23.00). 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 : 7.04 vs. VSQAX (4.40). VSQAX return over 5 years is better than : 49.14 vs. CWGFX (32.49).
| CWGFX | VSQAX | CWGFX / VSQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.307 | 3.746 | 115% |
| 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 | 1.64 | 1.30 | 126% |
| Returns for 1 year | 7.04 | 4.40 | 160% |
| Returns for 3 years | 16.46 | 19.30 | 85% |
| Returns for 5 years | 32.49 | 49.14 | 66% |
| Returns for 10 years | 44.44 | N/A | - |
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