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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
Invesco MSCI World SRI Index R5
Price$17.32
Change-$0.25 (-1.42%)
VolumeN/A
Net Assets17.34M
CWGFX vs VSQFX Comparison Chart
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CWGFX vs. VSQFX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 132B vs. VSQFX (17.3M). CWGFX (1.49) and VSQFX (1.47) 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 : 6.27 vs. VSQFX (1.76). VSQFX return over 5 years is better than : 68.14 vs. CWGFX (51.55).
| 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 | 8.990 | 3.713 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 17.3M | 763,006% |
| Annual Yield % from dividends | 1.49 | 1.47 | 101% |
| Returns for 1 year | 6.27 | 1.76 | 356% |
| Returns for 3 years | 43.82 | 41.43 | 106% |
| Returns for 5 years | 51.55 | 68.14 | 76% |
| Returns for 10 years | 51.77 | N/A | - |