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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$57.80
Change-$3.71 (-6.03%)
VolumeN/A
Net Assets118.88B
Invesco MSCI World SRI Index Y
Price$14.51
Change-$0.92 (-5.96%)
VolumeN/A
Net Assets16.31M
CWGFX vs VSQYX Comparison Chart
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CWGFX vs. VSQYX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. VSQYX (16.3M). CWGFX (1.59) and VSQYX (1.59) 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 : 0.19 vs. VSQYX (-3.98). VSQYX return over 5 years is better than : 89.60 vs. CWGFX (68.06).
| 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 | 0.845 | -3.892 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 16.3M | 730,061% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 0.19 | -3.98 | -5% |
| Returns for 3 years | 11.40 | 5.55 | 205% |
| Returns for 5 years | 68.06 | 89.60 | 76% |
| Returns for 10 years | 40.90 | N/A | - |
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