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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$63.27
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.98B
Invesco MSCI World SRI Index R5
Price$15.83
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets15.95M
CWGFX vs VSQFX Comparison Chart
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CWGFX vs. VSQFX commentary
Apr 28, 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: 122B vs. VSQFX (16M). CWGFX (1.59) and VSQFX (1.59) 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 : 2.20 vs. VSQFX (-2.06). VSQFX return over 5 years is better than : 67.55 vs. CWGFX (51.64).
| 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 | 0.117 | -5.210 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 16M | 762,500% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 2.20 | -2.06 | -107% |
| Returns for 3 years | 22.35 | 15.33 | 146% |
| Returns for 5 years | 51.64 | 67.55 | 76% |
| Returns for 10 years | 36.51 | N/A | - |
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