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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Invesco MSCI World SRI Index Y
Price$18.11
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets17.99M
CWGFX vs VSQYX Comparison Chart in %
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CWGFX vs. VSQYX commentary
Sep 06, 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 StrongBuy and VSQYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. VSQYX (18M). VSQYX (1.40) and CWGFX (1.39) have matching dividends . CWGFX was incepted earlier than VSQYX: CWGFX (24 years) vs VSQYX (9 years). VSQYX (2.20) is less costly to investors than CWGFX (0.80). VSQYX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQYX: CWGFX (250) vs VSQYX (1000). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. VSQYX (4.29). VSQYX return over 5 years is better than : 58.03 vs. CWGFX (46.91).
| CWGFX | VSQYX | CWGFX / VSQYX | |
| Total Expense Ratio | 0.80 | 0.19 | 421% |
| Annual Report Gross Expense Ratio | 0.80 | 2.20 | 36% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 16.146 | 8.443 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18M | 761,111% |
| Annual Yield % from dividends | 1.39 | 1.40 | 99% |
| Returns for 1 year | 13.11 | 4.29 | 306% |
| Returns for 3 years | 53.92 | 43.52 | 124% |
| Returns for 5 years | 46.91 | 58.03 | 81% |
| Returns for 10 years | 75.40 | N/A | - |
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