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CWICX vs VSQAX
CWICX vs VSQAX Comparison
Open Charts CWICX vs VSQAX
American Funds Capital World Gr&Inc 529C
Price$74.17
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Invesco MSCI World SRI Index A
Price$18.04
Change-$0.18 (-0.99%)
VolumeN/A
Net Assets7.18M
CWICX vs VSQAX Comparison Chart in %
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CWICX vs. VSQAX commentary
Nov 20, 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 CWICX is a Hold and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. VSQAX (7.18M). VSQAX pays higher dividends than CWICX: VSQAX (1.19) vs CWICX (0.70). CWICX was incepted earlier than VSQAX: CWICX (24 years) vs VSQAX (9 years). VSQAX (2.00) is less costly to investors than CWICX (1.53). VSQAX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQAX: CWICX (250) vs VSQAX (1000). CWICX annual gain was more profitable for investors over the last year : 11.27 vs. VSQAX (-2.17). VSQAX return over 5 years is better than : 48.51 vs. CWICX (39.19).
| CWICX | VSQAX | CWICX / VSQAX | |
| Total Expense Ratio | 1.53 | 0.45 | 340% |
| Annual Report Gross Expense Ratio | 1.53 | 2.00 | 77% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.044 | 9.003 | 200% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.18M | 1,950,676% |
| Annual Yield % from dividends | 0.70 | 1.19 | 58% |
| Returns for 1 year | 11.27 | -2.17 | -519% |
| Returns for 3 years | 48.04 | 40.30 | 119% |
| Returns for 5 years | 39.19 | 48.51 | 81% |
| Returns for 10 years | 81.62 | N/A | - |
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