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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$72.02
Change-$0.55 (-0.76%)
VolumeN/A
Net Assets136.85B
Invesco MSCI World SRI Index R
Price$17.79
Change-$0.17 (-0.95%)
VolumeN/A
Net Assets18.03M
CWGFX vs VSQRX Comparison Chart in %
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CWGFX vs. VSQRX commentary
Sep 03, 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: 137B vs. VSQRX (18M). CWGFX pays higher dividends than VSQRX: CWGFX (1.39) vs VSQRX (1.10). CWGFX was incepted earlier than VSQRX: CWGFX (24 years) vs VSQRX (9 years). VSQRX (2.70) 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 : 8.17 vs. VSQRX (1.54). VSQRX return over 5 years is better than : 50.30 vs. CWGFX (43.88).
| CWGFX | VSQRX | CWGFX / VSQRX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 2.70 | 30% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.524 | 8.343 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18M | 761,111% |
| Annual Yield % from dividends | 1.39 | 1.10 | 127% |
| Returns for 1 year | 8.17 | 1.54 | 530% |
| Returns for 3 years | 51.22 | 37.95 | 135% |
| Returns for 5 years | 43.88 | 50.30 | 87% |
| Returns for 10 years | 76.84 | N/A | - |
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