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CWICX vs VSQCX
CWICX vs VSQCX Comparison
Open Charts CWICX vs VSQCX
American Funds Capital World Gr&Inc 529C
Price$65.97
Change+$1.28 (+1.98%)
VolumeN/A
Net Assets124.97B
Invesco MSCI World SRI Index C
Price$16.21
Change+$0.42 (+2.66%)
VolumeN/A
Net Assets16.37M
CWICX vs VSQCX Comparison Chart
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CWICX vs. VSQCX commentary
May 13, 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 VSQCX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. VSQCX (16.4M). CWICX (0.86) and VSQCX (0.84) have matching dividends . CWICX was incepted earlier than VSQCX: CWICX (23 years) vs VSQCX (9 years). VSQCX (3.20) is less costly to investors than CWICX (1.53). VSQCX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQCX: CWICX (250) vs VSQCX (1000). CWICX annual gain was more profitable for investors over the last year : 1.06 vs. VSQCX (-3.21). VSQCX return over 5 years is better than : 63.71 vs. CWICX (53.19).
| CWICX | VSQCX | CWICX / VSQCX | |
| Total Expense Ratio | 1.53 | 1.19 | 129% |
| Annual Report Gross Expense Ratio | 1.53 | 3.20 | 48% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.560 | -2.591 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 16.4M | 762,195% |
| Annual Yield % from dividends | 0.86 | 0.84 | 103% |
| Returns for 1 year | 1.06 | -3.21 | -33% |
| Returns for 3 years | 27.06 | 20.02 | 135% |
| Returns for 5 years | 53.19 | 63.71 | 83% |
| Returns for 10 years | 47.83 | N/A | - |