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CWGFX vs VSQSX
CWGFX vs VSQSX Comparison
Open Charts CWGFX vs VSQSX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Invesco MSCI World SRI Index R6
Price$16.33
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets16.37M
CWGFX vs VSQSX Comparison Chart
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CWGFX vs. VSQSX commentary
May 12, 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 VSQSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. VSQSX (16.4M). VSQSX (1.58) and CWGFX (1.58) have matching dividends . CWGFX was incepted earlier than VSQSX: CWGFX (24 years) vs VSQSX (9 years). VSQSX (2.08) is less costly to investors than CWGFX (0.80). VSQSX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQSX: CWGFX (250) vs VSQSX (1000000). CWGFX annual gain was more profitable for investors over the last year : 2.15 vs. VSQSX (-1.67). VSQSX return over 5 years is better than : 66.32 vs. CWGFX (50.78).
| CWGFX | VSQSX | CWGFX / VSQSX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 0.80 | 2.08 | 38% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.807 | -2.216 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 16.4M | 762,195% |
| Annual Yield % from dividends | 1.58 | 1.58 | 100% |
| Returns for 1 year | 2.15 | -1.67 | -129% |
| Returns for 3 years | 30.30 | 24.52 | 124% |
| Returns for 5 years | 50.78 | 66.32 | 77% |
| Returns for 10 years | 41.62 | N/A | - |
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