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CWGFX vs VSQCX
CWGFX vs VSQCX Comparison
Open Charts CWGFX vs VSQCX
American Funds Capital World Gr&Inc F1
Price$66.27
Change+$1.30 (+2.00%)
VolumeN/A
Net Assets124.97B
Invesco MSCI World SRI Index C
Price$16.21
Change+$0.42 (+2.66%)
VolumeN/A
Net Assets16.37M
CWGFX vs VSQCX Comparison Chart
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CWGFX vs. VSQCX commentary
May 13, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. VSQCX (16.4M). CWGFX pays higher dividends than VSQCX: CWGFX (1.58) vs VSQCX (0.84). 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 : 1.78 vs. VSQCX (-3.21). VSQCX return over 5 years is better than : 63.71 vs. CWGFX (54.28).
| 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 | 2.807 | -2.591 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 16.4M | 762,195% |
| Annual Yield % from dividends | 1.58 | 0.84 | 188% |
| Returns for 1 year | 1.78 | -3.21 | -55% |
| Returns for 3 years | 27.78 | 20.02 | 139% |
| Returns for 5 years | 54.28 | 63.71 | 85% |
| Returns for 10 years | 39.60 | N/A | - |