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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Invesco MSCI World SRI Index R5
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.32M
CWGFX vs VSQFX Comparison Chart
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CWGFX vs. VSQFX commentary
May 23, 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: 128B vs. VSQFX (17.3M). VSQFX (1.58) and CWGFX (1.58) 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 : 3.41 vs. VSQFX (1.94). VSQFX return over 5 years is better than : 75.66 vs. CWGFX (54.27).
| 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 | 5.877 | 3.473 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17.3M | 739,884% |
| Annual Yield % from dividends | 1.58 | 1.58 | 100% |
| Returns for 1 year | 3.41 | 1.94 | 176% |
| Returns for 3 years | 29.97 | 34.30 | 87% |
| Returns for 5 years | 54.27 | 75.66 | 72% |
| Returns for 10 years | 44.04 | N/A | - |
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