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CWGFX vs VSQCX
CWGFX vs VSQCX Comparison
Open Charts CWGFX vs VSQCX
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Invesco MSCI World SRI Index C
Price$14.70
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets15.41M
CWGFX vs VSQCX Comparison Chart
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CWGFX vs. VSQCX commentary
Apr 18, 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: 117B vs. VSQCX (15.4M). CWGFX pays higher dividends than VSQCX: CWGFX (1.59) 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 : -0.97 vs. VSQCX (-4.74). VSQCX return over 5 years is better than : 53.60 vs. CWGFX (43.42).
| 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 | -3.744 | -7.341 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 15.4M | 759,740% |
| Annual Yield % from dividends | 1.59 | 0.84 | 189% |
| Returns for 1 year | -0.97 | -4.74 | 20% |
| Returns for 3 years | 10.84 | 4.16 | 261% |
| Returns for 5 years | 43.42 | 53.60 | 81% |
| Returns for 10 years | 32.63 | N/A | - |
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