Interact to see
Advertisement
Advertisement
CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$76.01
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Invesco MSCI World SRI Index Y
Price$19.02
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets7.34M
CWGFX vs VSQYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VSQYX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. VSQYX (7.34M). VSQYX (1.36) and CWGFX (1.35) have matching dividends . CWGFX was incepted earlier than VSQYX: CWGFX (25 years) vs VSQYX (9 years). VSQYX (1.75) 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 : 11.44 vs. VSQYX (1.84). VSQYX return over 5 years is better than : 62.91 vs. CWGFX (52.81).
| CWGFX | VSQYX | CWGFX / VSQYX | |
| Total Expense Ratio | 0.80 | 0.20 | 400% |
| Annual Report Gross Expense Ratio | 0.80 | 1.75 | 46% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 21.173 | 12.874 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.34M | 1,920,196% |
| Annual Yield % from dividends | 1.35 | 1.36 | 99% |
| Returns for 1 year | 11.44 | 1.84 | 620% |
| Returns for 3 years | 66.88 | 58.11 | 115% |
| Returns for 5 years | 52.81 | 62.91 | 84% |
| Returns for 10 years | 75.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement