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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
Invesco MSCI World SRI Index A
Price$18.04
Change-$0.18 (-0.99%)
VolumeN/A
Net Assets7.18M
CWGFX vs VSQAX Comparison Chart in %
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CWGFX vs. VSQAX commentary
Nov 20, 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 Hold and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. VSQAX (7.18M). CWGFX pays higher dividends than VSQAX: CWGFX (1.32) vs VSQAX (1.19). CWGFX was incepted earlier than VSQAX: CWGFX (25 years) vs VSQAX (9 years). VSQAX (2.00) 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 : 12.09 vs. VSQAX (-2.17). VSQAX return over 5 years is better than : 48.51 vs. CWGFX (41.29).
| CWGFX | VSQAX | CWGFX / VSQAX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.80 | 2.00 | 40% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.797 | 9.003 | 209% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.18M | 1,950,676% |
| Annual Yield % from dividends | 1.32 | 1.19 | 111% |
| Returns for 1 year | 12.09 | -2.17 | -557% |
| Returns for 3 years | 50.45 | 40.30 | 125% |
| Returns for 5 years | 41.29 | 48.51 | 85% |
| Returns for 10 years | 73.63 | N/A | - |
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