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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
Invesco MSCI World SRI Index Y
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets18.08M
CWGFX vs VSQYX Comparison Chart in %
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CWGFX vs. VSQYX commentary
Jul 04, 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 VSQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. VSQYX (18.1M). VSQYX (1.42) and CWGFX (1.42) 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 : 9.29 vs. VSQYX (3.55). VSQYX return over 5 years is better than : 68.37 vs. CWGFX (52.71).
| 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 | 13.538 | 7.126 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 18.1M | 745,856% |
| Annual Yield % from dividends | 1.42 | 1.42 | 100% |
| Returns for 1 year | 9.29 | 3.55 | 262% |
| Returns for 3 years | 50.04 | 42.20 | 119% |
| Returns for 5 years | 52.71 | 68.37 | 77% |
| Returns for 10 years | 62.66 | N/A | - |