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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Invesco MSCI World SRI Index R
Price$16.79
Change+$0.18 (+1.08%)
VolumeN/A
Net Assets17.12M
CWGFX vs VSQRX Comparison Chart
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CWGFX vs. VSQRX commentary
Jan 19, 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 VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. VSQRX (17.1M). CWGFX pays higher dividends than VSQRX: CWGFX (1.64) vs VSQRX (1.28). CWGFX was incepted earlier than VSQRX: CWGFX (24 years) vs VSQRX (9 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. VSQRX (23.00). CWGFX has a lower initial minimum investment than VSQRX: CWGFX (250) vs VSQRX (1000). CWGFX annual gain was more profitable for investors over the last year : 10.89 vs. VSQRX (7.34). VSQRX return over 5 years is better than : 43.22 vs. CWGFX (27.58).
| CWGFX | VSQRX | CWGFX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.051 | 2.253 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 17.1M | 742,690% |
| Annual Yield % from dividends | 1.64 | 1.28 | 128% |
| Returns for 1 year | 10.89 | 7.34 | 148% |
| Returns for 3 years | 8.51 | 8.75 | 97% |
| Returns for 5 years | 27.58 | 43.22 | 64% |
| Returns for 10 years | 47.73 | N/A | - |
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