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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$67.69
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$17.92
Change-$0.17 (-0.94%)
VolumeN/A
CapitalizationN/A
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CWGFX vs VSQRX Comparison Chart
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CWGFX vs. VSQRX commentary
Sep 21, 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 StrongBuy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. VSQRX (17.2M). 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). CWGFX annual gain was more profitable for investors over the last year : 24.64 vs. VSQRX (22.49). VSQRX return over 5 years is better than : 65.08 vs. CWGFX (45.58).
| CWGFX | VSQRX | CWGFX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 14.140 | 12.281 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17.2M | 744,186% |
| Annual Yield % from dividends | 1.64 | 1.28 | 128% |
| Returns for 1 year | 24.64 | 22.49 | 110% |
| Returns for 3 years | 8.96 | 19.33 | 46% |
| Returns for 5 years | 45.58 | 65.08 | 70% |
| Returns for 10 years | 52.63 | N/A | - |
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