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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$72.57
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
Invesco MSCI World SRI Index A
Price$17.96
Change-$0.17 (-0.94%)
VolumeN/A
Net Assets18.14M
CWGFX vs VSQAX Comparison Chart in %
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CWGFX vs. VSQAX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. VSQAX (18.1M). CWGFX pays higher dividends than VSQAX: CWGFX (1.42) vs VSQAX (1.27). 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 : 9.69 vs. VSQAX (2.83). VSQAX return over 5 years is better than : 53.62 vs. CWGFX (43.20).
| 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 | 15.399 | 9.547 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.1M | 756,906% |
| Annual Yield % from dividends | 1.42 | 1.27 | 112% |
| Returns for 1 year | 9.69 | 2.83 | 342% |
| Returns for 3 years | 49.99 | 40.37 | 124% |
| Returns for 5 years | 43.20 | 53.62 | 81% |
| Returns for 10 years | 78.07 | N/A | - |
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