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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Invesco MSCI World SRI Index A
Price$15.54
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets15.62M
CWGFX vs VSQAX Comparison Chart
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CWGFX vs. VSQAX commentary
Apr 25, 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: 119B vs. VSQAX (15.6M). 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 : 1.40 vs. VSQAX (-5.39). VSQAX return over 5 years is better than : 60.97 vs. CWGFX (50.88).
| 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 | -0.389 | -7.734 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 15.6M | 762,821% |
| Annual Yield % from dividends | 1.59 | 1.41 | 113% |
| Returns for 1 year | 1.40 | -5.39 | -26% |
| Returns for 3 years | 18.43 | 7.97 | 231% |
| Returns for 5 years | 50.88 | 60.97 | 83% |
| Returns for 10 years | 35.68 | N/A | - |
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