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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
Invesco MSCI World SRI Index R5
Price$18.27
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets7.1M
CWGFX vs VSQFX Comparison Chart in %
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CWGFX vs. VSQFX commentary
Nov 20, 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 Hold and VSQFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. VSQFX (7.1M). VSQFX (1.34) and CWGFX (1.32) have matching dividends . CWGFX was incepted earlier than VSQFX: CWGFX (25 years) vs VSQFX (9 years). VSQFX (1.64) 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 : 12.16 vs. VSQFX (-2.43). VSQFX return over 5 years is better than : 51.23 vs. CWGFX (41.60).
| CWGFX | VSQFX | CWGFX / VSQFX | |
| Total Expense Ratio | 0.80 | 0.20 | 400% |
| Annual Report Gross Expense Ratio | 0.80 | 1.64 | 49% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.909 | 9.401 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.1M | 1,957,471% |
| Annual Yield % from dividends | 1.32 | 1.34 | 98% |
| Returns for 1 year | 12.16 | -2.43 | -500% |
| Returns for 3 years | 50.59 | 41.68 | 121% |
| Returns for 5 years | 41.60 | 51.23 | 81% |
| Returns for 10 years | 73.79 | N/A | - |
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