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CWGFX vs VSQSX
CWGFX vs VSQSX Comparison
Open Charts CWGFX vs VSQSX
American Funds Capital World Gr&Inc F1
Price$63.34
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
Invesco MSCI World SRI Index R6
Price$15.69
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets15.73M
CWGFX vs VSQSX Comparison Chart
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CWGFX vs. VSQSX commentary
Mar 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 Hold and VSQSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. VSQSX (15.7M). CWGFX (1.54) and VSQSX (1.51) 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 : 1.51 vs. VSQSX (-5.46). VSQSX return over 5 years is better than : 83.95 vs. CWGFX (68.55).
| 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 | 0.228 | -6.048 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 15.7M | 783,439% |
| Annual Yield % from dividends | 1.54 | 1.51 | 101% |
| Returns for 1 year | 1.51 | -5.46 | -28% |
| Returns for 3 years | 19.44 | 13.29 | 146% |
| Returns for 5 years | 68.55 | 83.95 | 82% |
| Returns for 10 years | 44.05 | N/A | - |
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