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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$74.88
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets140.42B
Invesco MSCI World SRI Index R5
Price$18.46
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets18.26M
CWGFX vs VSQFX Comparison Chart in %
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CWGFX vs. VSQFX commentary
Sep 16, 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: 140B vs. VSQFX (18.3M). VSQFX (1.40) and CWGFX (1.39) have matching dividends . CWGFX was incepted earlier than VSQFX: CWGFX (25 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 : 13.21 vs. VSQFX (2.81). VSQFX return over 5 years is better than : 59.74 vs. CWGFX (49.93).
| CWGFX | VSQFX | CWGFX / VSQFX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 0.80 | 2.08 | 38% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.690 | 10.060 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3M | 765,027% |
| Annual Yield % from dividends | 1.39 | 1.40 | 99% |
| Returns for 1 year | 13.21 | 2.81 | 470% |
| Returns for 3 years | 58.28 | 46.44 | 126% |
| Returns for 5 years | 49.93 | 59.74 | 84% |
| Returns for 10 years | 80.39 | N/A | - |
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