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CWICX vs VSQAX
CWICX vs VSQAX Comparison
Open Charts CWICX vs VSQAX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Invesco MSCI World SRI Index A
Price$17.23
Change+$0.12 (+0.70%)
VolumeN/A
Net Assets17.27M
CWICX vs VSQAX Comparison Chart
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CWICX vs. VSQAX commentary
Jun 07, 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: 131B vs. VSQAX (17.3M). VSQAX pays higher dividends than CWICX: VSQAX (1.31) vs CWICX (0.82). 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 : 5.54 vs. VSQAX (2.02). VSQAX return over 5 years is better than : 58.52 vs. CWICX (44.63).
| 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 | 8.680 | 3.384 | 257% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 0.82 | 1.31 | 62% |
| Returns for 1 year | 5.54 | 2.02 | 275% |
| Returns for 3 years | 28.16 | 26.20 | 108% |
| Returns for 5 years | 44.63 | 58.52 | 76% |
| Returns for 10 years | 61.86 | N/A | - |
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