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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$18.46
Change-$0.23 (-1.23%)
VolumeN/A
CapitalizationN/A
CWGFX vs VSQRX Comparison Chart
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CWGFX vs. VSQRX commentary
Nov 18, 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 Sell and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. VSQRX (17.5M). CWGFX pays higher dividends than VSQRX: CWGFX (1.64) vs VSQRX (1.28). CWGFX was incepted earlier than VSQRX: CWGFX (24 years) vs VSQRX (8 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). VSQRX annual gain was more profitable for investors over the last year : 21.04 vs. CWGFX (19.02). VSQRX return over 5 years is better than : 62.74 vs. CWGFX (38.62).
| CWGFX | VSQRX | CWGFX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 13.044 | 15.664 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 17.5M | 714,286% |
| Annual Yield % from dividends | 1.64 | 1.28 | 128% |
| Returns for 1 year | 19.02 | 21.04 | 90% |
| Returns for 3 years | 3.12 | 12.98 | 24% |
| Returns for 5 years | 38.62 | 62.74 | 62% |
| Returns for 10 years | 49.28 | N/A | - |
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