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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Invesco MSCI World SRI Index Y
Price$15.69
Change+$0.27 (+1.75%)
VolumeN/A
Net Assets15.62M
CWGFX vs VSQYX Comparison Chart
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CWGFX vs. VSQYX commentary
Apr 25, 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 (15.6M). 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 : 1.40 vs. VSQYX (-5.06). VSQYX return over 5 years is better than : 63.21 vs. CWGFX (50.88).
| 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 | -0.389 | -7.665 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 15.6M | 762,821% |
| Annual Yield % from dividends | 1.59 | 1.59 | 100% |
| Returns for 1 year | 1.40 | -5.06 | -28% |
| Returns for 3 years | 18.43 | 8.86 | 208% |
| Returns for 5 years | 50.88 | 63.21 | 80% |
| Returns for 10 years | 35.68 | N/A | - |