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CWGFX vs VSQCX
CWGFX vs VSQCX Comparison
Open Charts CWGFX vs VSQCX
American Funds Capital World Gr&Inc F1
Price$63.53
Change-$1.75 (-2.68%)
VolumeN/A
Net Assets126.53B
Invesco MSCI World SRI Index C
Price$15.29
Change-$0.46 (-2.92%)
VolumeN/A
Net Assets16.2M
CWGFX vs VSQCX Comparison Chart
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CWGFX vs. VSQCX commentary
Mar 11, 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 VSQCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. VSQCX (16.2M). CWGFX pays higher dividends than VSQCX: CWGFX (1.54) vs VSQCX (0.80). CWGFX was incepted earlier than VSQCX: CWGFX (24 years) vs VSQCX (9 years). VSQCX (3.20) is less costly to investors than CWGFX (0.80). VSQCX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQCX: CWGFX (250) vs VSQCX (1000). CWGFX annual gain was more profitable for investors over the last year : 3.26 vs. VSQCX (-3.80). VSQCX return over 5 years is better than : 49.00 vs. CWGFX (43.85).
| CWGFX | VSQCX | CWGFX / VSQCX | |
| Total Expense Ratio | 0.80 | 1.19 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 3.20 | 25% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.998 | -2.838 | -106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 16.2M | 783,951% |
| Annual Yield % from dividends | 1.54 | 0.80 | 191% |
| Returns for 1 year | 3.26 | -3.80 | -86% |
| Returns for 3 years | 24.16 | 14.87 | 162% |
| Returns for 5 years | 43.85 | 49.00 | 89% |
| Returns for 10 years | 47.81 | N/A | - |
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