Ad is loading...
CWICX vs VSQAX
CWICX vs VSQAX Comparison
Open Charts CWICX vs VSQAX
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
Invesco MSCI World SRI Index A
Price$15.28
Change-$0.62 (-3.90%)
VolumeN/A
Net Assets16.31M
CWICX vs VSQAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. VSQAX commentary
Apr 05, 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 Buy and VSQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. VSQAX (16.3M). VSQAX pays higher dividends than CWICX: VSQAX (1.41) vs CWICX (0.87). CWICX was incepted earlier than VSQAX: CWICX (23 years) vs VSQAX (9 years). VSQAX (2.45) 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 : -0.54 vs. VSQAX (-4.30). VSQAX return over 5 years is better than : 86.93 vs. CWICX (66.86).
| CWICX | VSQAX | CWICX / VSQAX | |
| Total Expense Ratio | 1.53 | 0.44 | 348% |
| Annual Report Gross Expense Ratio | 1.53 | 2.45 | 62% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.674 | -3.927 | -17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.3M | 754,601% |
| Annual Yield % from dividends | 0.87 | 1.41 | 62% |
| Returns for 1 year | -0.54 | -4.30 | 12% |
| Returns for 3 years | 10.74 | 4.62 | 233% |
| Returns for 5 years | 66.86 | 86.93 | 77% |
| Returns for 10 years | 49.18 | N/A | - |