Interact to see
Advertisement
Advertisement
CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$75.64
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
Invesco MSCI World SRI Index R
Price$18.47
Change-$0.18 (-0.97%)
VolumeN/A
Net Assets7.02M
CWGFX vs VSQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VSQRX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQRX (7.02M). CWGFX pays higher dividends than VSQRX: CWGFX (1.35) vs VSQRX (1.06). CWGFX was incepted earlier than VSQRX: CWGFX (25 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 : 12.18 vs. VSQRX (4.21). VSQRX return over 5 years is better than : 59.60 vs. CWGFX (51.81).
| CWGFX | VSQRX | CWGFX / VSQRX | |
| Total Expense Ratio | 0.80 | 0.69 | 116% |
| Annual Report Gross Expense Ratio | 0.80 | 2.70 | 30% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 20.583 | 13.581 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.02M | 2,023,945% |
| Annual Yield % from dividends | 1.35 | 1.06 | 127% |
| Returns for 1 year | 12.18 | 4.21 | 289% |
| Returns for 3 years | 68.97 | 60.30 | 114% |
| Returns for 5 years | 51.81 | 59.60 | 87% |
| Returns for 10 years | 78.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement