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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Invesco MSCI World SRI Index A
Price$15.28
Change-$0.62 (-3.90%)
VolumeN/A
Net Assets16.31M
CWGFX vs VSQAX Comparison Chart
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CWGFX vs. VSQAX commentary
Apr 05, 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: 123B vs. VSQAX (16.3M). CWGFX pays higher dividends than VSQAX: CWGFX (1.59) vs VSQAX (1.41). 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 : 0.19 vs. VSQAX (-4.30). VSQAX return over 5 years is better than : 86.93 vs. CWGFX (68.06).
| 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 | 0.845 | -3.927 | -22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.3M | 754,601% |
| Annual Yield % from dividends | 1.59 | 1.41 | 113% |
| Returns for 1 year | 0.19 | -4.30 | -4% |
| Returns for 3 years | 11.40 | 4.62 | 247% |
| Returns for 5 years | 68.06 | 86.93 | 78% |
| Returns for 10 years | 40.90 | N/A | - |
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