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CWGFX vs VSQCX
CWGFX vs VSQCX Comparison
Open Charts CWGFX vs VSQCX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Invesco MSCI World SRI Index C
Price$17.37
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets18.18M
CWGFX vs VSQCX Comparison Chart in %
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CWGFX vs. VSQCX commentary
Jul 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 VSQCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. VSQCX (18.2M). CWGFX pays higher dividends than VSQCX: CWGFX (1.42) vs VSQCX (0.76). 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 : 9.29 vs. VSQCX (2.85). VSQCX return over 5 years is better than : 60.70 vs. CWGFX (52.71).
| 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 | 13.538 | 7.156 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 1.42 | 0.76 | 188% |
| Returns for 1 year | 9.29 | 2.85 | 326% |
| Returns for 3 years | 50.04 | 38.37 | 130% |
| Returns for 5 years | 52.71 | 60.70 | 87% |
| Returns for 10 years | 62.66 | N/A | - |
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