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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$64.52
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R5
Price$17.13
Change+$0.16 (+0.94%)
VolumeN/A
CapitalizationN/A
CWGFX vs VSQFX Comparison Chart
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CWGFX vs. VSQFX commentary
Dec 25, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. VSQFX (17.1M). CWGFX pays higher dividends than VSQFX: CWGFX (1.64) vs VSQFX (1.33). CWGFX was incepted earlier than VSQFX: CWGFX (24 years) vs VSQFX (8 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VSQFX (23.00). 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 : 9.45 vs. VSQFX (7.02). VSQFX return over 5 years is better than : 49.54 vs. CWGFX (29.60).
| CWGFX | VSQFX | CWGFX / VSQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 8.630 | 6.486 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 17.1M | 736,842% |
| Annual Yield % from dividends | 1.64 | 1.33 | 123% |
| Returns for 1 year | 9.45 | 7.02 | 135% |
| Returns for 3 years | 5.54 | 5.64 | 98% |
| Returns for 5 years | 29.60 | 49.54 | 60% |
| Returns for 10 years | 44.64 | N/A | - |
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