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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
Invesco MSCI World SRI Index R
Price$17.86
Change-$0.18 (-1.00%)
VolumeN/A
Net Assets7.18M
CWGFX vs VSQRX Comparison Chart in %
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CWGFX vs. VSQRX commentary
Nov 20, 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 Hold and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. VSQRX (7.18M). CWGFX pays higher dividends than VSQRX: CWGFX (1.32) vs VSQRX (1.05). CWGFX was incepted earlier than VSQRX: CWGFX (25 years) vs VSQRX (9 years). VSQRX (2.25) is less costly to investors than CWGFX (0.80). VSQRX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). 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 : 12.09 vs. VSQRX (-2.52). VSQRX return over 5 years is better than : 46.59 vs. CWGFX (41.29).
| CWGFX | VSQRX | CWGFX / VSQRX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 2.25 | 36% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.797 | 8.770 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.18M | 1,936,742% |
| Annual Yield % from dividends | 1.32 | 1.05 | 126% |
| Returns for 1 year | 12.09 | -2.52 | -481% |
| Returns for 3 years | 50.45 | 39.11 | 129% |
| Returns for 5 years | 41.29 | 46.59 | 89% |
| Returns for 10 years | 73.63 | N/A | - |
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