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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
Invesco MSCI World SRI Index R
Price$15.77
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets16.19M
CWGFX vs VSQRX Comparison Chart
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CWGFX vs. VSQRX commentary
Apr 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 Buy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. VSQRX (16.2M). 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 : 0.81 vs. VSQRX (-5.22). VSQRX return over 5 years is better than : 83.34 vs. CWGFX (68.06).
| 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 | 0.845 | -4.689 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.2M | 759,259% |
| Annual Yield % from dividends | 1.59 | 1.24 | 129% |
| Returns for 1 year | 0.81 | -5.22 | -16% |
| Returns for 3 years | 12.38 | 3.89 | 318% |
| Returns for 5 years | 68.06 | 83.34 | 82% |
| Returns for 10 years | 41.91 | N/A | - |
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