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CWGFX vs VSQCX
CWGFX vs VSQCX Comparison
Open Charts CWGFX vs VSQCX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Invesco MSCI World SRI Index C
Price$17.46
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets17.99M
CWGFX vs VSQCX Comparison Chart in %
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CWGFX vs. VSQCX commentary
Sep 06, 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: 137B vs. VSQCX (18M). CWGFX pays higher dividends than VSQCX: CWGFX (1.39) vs VSQCX (0.75). 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 : 13.11 vs. VSQCX (3.02). VSQCX return over 5 years is better than : 49.89 vs. CWGFX (46.91).
| 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 | 16.146 | 7.711 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18M | 761,111% |
| Annual Yield % from dividends | 1.39 | 0.75 | 186% |
| Returns for 1 year | 13.11 | 3.02 | 434% |
| Returns for 3 years | 53.92 | 38.98 | 138% |
| Returns for 5 years | 46.91 | 49.89 | 94% |
| Returns for 10 years | 75.40 | N/A | - |
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