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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Invesco MSCI World SRI Index Y
Price$18.19
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets18.18M
CWGFX vs VSQYX Comparison Chart in %
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CWGFX vs. VSQYX commentary
Aug 16, 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 (18.2M). VSQYX (1.43) 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 : 11.40 vs. VSQYX (3.98). VSQYX return over 5 years is better than : 60.90 vs. CWGFX (47.31).
| 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 | 15.446 | 9.162 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.2M | 752,747% |
| Annual Yield % from dividends | 1.42 | 1.43 | 99% |
| Returns for 1 year | 11.40 | 3.98 | 287% |
| Returns for 3 years | 41.09 | 29.75 | 138% |
| Returns for 5 years | 47.31 | 60.90 | 78% |
| Returns for 10 years | 64.09 | N/A | - |
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