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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Invesco MSCI World SRI Index R
Price$17.08
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets17.27M
CWGFX vs VSQRX Comparison Chart
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CWGFX vs. VSQRX commentary
Jun 07, 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: 131B vs. VSQRX (17.3M). CWGFX pays higher dividends than VSQRX: CWGFX (1.49) vs VSQRX (1.15). 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 : 6.31 vs. VSQRX (1.62). VSQRX return over 5 years is better than : 56.51 vs. CWGFX (45.68).
| 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 | 9.010 | 3.228 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 1.49 | 1.15 | 130% |
| Returns for 1 year | 6.31 | 1.62 | 389% |
| Returns for 3 years | 28.90 | 25.08 | 115% |
| Returns for 5 years | 45.68 | 56.51 | 81% |
| Returns for 10 years | 52.89 | N/A | - |
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