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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$71.19
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Invesco MSCI World SRI Index A
Price$17.65
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets17.92M
CWGFX vs VSQAX Comparison Chart in %
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CWGFX vs. VSQAX commentary
Jul 17, 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 Buy and VSQAX is a StrongBuy.
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 (1.26). 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 : 6.83 vs. VSQAX (-0.62). VSQAX return over 5 years is better than : 60.43 vs. CWGFX (48.34).
| 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 | 13.204 | 6.163 | 214% |
| 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 | 1.26 | 113% |
| Returns for 1 year | 6.83 | -0.62 | -1,096% |
| Returns for 3 years | 51.70 | 39.77 | 130% |
| Returns for 5 years | 48.34 | 60.43 | 80% |
| Returns for 10 years | 57.34 | N/A | - |
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