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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Invesco MSCI World SRI Index R5
Price$18.18
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets18.19M
CWGFX vs VSQFX Comparison Chart in %
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CWGFX vs. VSQFX commentary
Jul 26, 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 VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. VSQFX (18.2M). VSQFX (1.42) and CWGFX (1.42) have matching dividends . CWGFX was incepted earlier than VSQFX: CWGFX (24 years) vs VSQFX (9 years). VSQFX (2.08) is less costly to investors than CWGFX (0.80). VSQFX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQFX: CWGFX (250) vs VSQFX (1000000). CWGFX annual gain was more profitable for investors over the last year : 13.72 vs. VSQFX (7.64). VSQFX return over 5 years is better than : 65.86 vs. CWGFX (50.98).
| CWGFX | VSQFX | CWGFX / VSQFX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 0.80 | 2.08 | 38% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.969 | 8.563 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.2M | 752,747% |
| Annual Yield % from dividends | 1.42 | 1.42 | 100% |
| Returns for 1 year | 13.72 | 7.64 | 180% |
| Returns for 3 years | 50.80 | 40.91 | 124% |
| Returns for 5 years | 50.98 | 65.86 | 77% |
| Returns for 10 years | 62.85 | N/A | - |
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