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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Invesco MSCI World SRI Index A
Price$17.23
Change+$0.12 (+0.70%)
VolumeN/A
Net Assets17.27M
CWGFX vs VSQAX Comparison Chart
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CWGFX vs. VSQAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. VSQAX (17.3M). CWGFX pays higher dividends than VSQAX: CWGFX (1.49) vs VSQAX (1.31). 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 : 6.31 vs. VSQAX (2.02). VSQAX return over 5 years is better than : 58.52 vs. CWGFX (45.68).
| 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 | 9.010 | 3.384 | 266% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 1.49 | 1.31 | 114% |
| Returns for 1 year | 6.31 | 2.02 | 313% |
| Returns for 3 years | 28.90 | 26.20 | 110% |
| Returns for 5 years | 45.68 | 58.52 | 78% |
| Returns for 10 years | 52.89 | N/A | - |
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