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CWICX vs VSQAX
CWICX vs VSQAX Comparison
Open Charts CWICX vs VSQAX
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Invesco MSCI World SRI Index A
Price$16.86
Change-$0.31 (-1.81%)
VolumeN/A
Net Assets17.03M
CWICX vs VSQAX Comparison Chart
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CWICX vs. VSQAX commentary
Feb 23, 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 StrongBuy and VSQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. VSQAX (17M). VSQAX pays higher dividends than CWICX: VSQAX (1.30) vs CWICX (0.97). CWICX was incepted earlier than VSQAX: CWICX (23 years) vs VSQAX (9 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. VSQAX (23.00). 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 : 6.24 vs. VSQAX (4.40). VSQAX return over 5 years is better than : 49.14 vs. CWICX (32.14).
| CWICX | VSQAX | CWICX / VSQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.196 | 3.746 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17M | 752,941% |
| Annual Yield % from dividends | 0.97 | 1.30 | 75% |
| Returns for 1 year | 6.24 | 4.40 | 142% |
| Returns for 3 years | 16.16 | 19.30 | 84% |
| Returns for 5 years | 32.14 | 49.14 | 65% |
| Returns for 10 years | 53.44 | N/A | - |