Interact to see
Advertisement
Advertisement
CWICX vs VSQAX
CWICX vs VSQAX Comparison
Open Charts CWICX vs VSQAX
American Funds Capital World Gr&Inc 529C
Price$74.82
Change+$1.19 (+1.62%)
VolumeN/A
Net Assets138.57B
Invesco MSCI World SRI Index A
Price$18.52
Change+$0.28 (+1.54%)
VolumeN/A
Net Assets7.21M
CWICX vs VSQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. VSQAX commentary
Oct 14, 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: 139B vs. VSQAX (7.21M). VSQAX pays higher dividends than CWICX: VSQAX (1.21) vs CWICX (0.71). 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 : 9.48 vs. VSQAX (-0.39). VSQAX return over 5 years is better than : 54.43 vs. CWICX (47.22).
| 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 | 19.078 | 10.211 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.21M | 1,928,413% |
| Annual Yield % from dividends | 0.71 | 1.21 | 59% |
| Returns for 1 year | 9.48 | -0.39 | -2,414% |
| Returns for 3 years | 68.91 | 59.32 | 116% |
| Returns for 5 years | 47.22 | 54.43 | 87% |
| Returns for 10 years | 84.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement