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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Invesco MSCI World SRI Index R5
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets18.18M
CWGFX vs VSQFX Comparison Chart in %
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CWGFX vs. VSQFX commentary
Jul 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 Buy and VSQFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B 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 : 9.29 vs. VSQFX (4.13). VSQFX return over 5 years is better than : 69.22 vs. CWGFX (52.71).
| 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 | 13.538 | 7.665 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 1.42 | 1.42 | 100% |
| Returns for 1 year | 9.29 | 4.13 | 225% |
| Returns for 3 years | 50.04 | 42.92 | 117% |
| Returns for 5 years | 52.71 | 69.22 | 76% |
| Returns for 10 years | 62.66 | N/A | - |
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