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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$61.96
Change+$0.83 (+1.36%)
VolumeN/A
Net Assets117.94B
Invesco MSCI World SRI Index R
Price$15.14
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets15.42M
CWGFX vs VSQRX Comparison Chart
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CWGFX vs. VSQRX commentary
Apr 24, 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 Buy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 118B vs. VSQRX (15.4M). CWGFX pays higher dividends than VSQRX: CWGFX (1.59) vs VSQRX (1.24). 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 : -1.52 vs. VSQRX (-6.67). VSQRX return over 5 years is better than : 56.72 vs. CWGFX (46.51).
| 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 | -3.269 | -9.013 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 15.4M | 766,234% |
| Annual Yield % from dividends | 1.59 | 1.24 | 129% |
| Returns for 1 year | -1.52 | -6.67 | 23% |
| Returns for 3 years | 14.67 | 5.88 | 249% |
| Returns for 5 years | 46.51 | 56.72 | 82% |
| Returns for 10 years | 31.67 | N/A | - |
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