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CWICX vs VSQCX
CWICX vs VSQCX Comparison
Open Charts CWICX vs VSQCX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Invesco MSCI World SRI Index C
Price$16.74
Change-$0.24 (-1.41%)
VolumeN/A
Net Assets17.59M
CWICX vs VSQCX Comparison Chart
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CWICX vs. VSQCX commentary
Jun 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 Buy and VSQCX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 132B vs. VSQCX (17.6M). CWICX (0.82) and VSQCX (0.78) 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 : 5.51 vs. VSQCX (1.98). VSQCX return over 5 years is better than : 61.95 vs. CWICX (50.44).
| 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 | 8.650 | 4.750 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 17.6M | 750,000% |
| Annual Yield % from dividends | 0.82 | 0.78 | 104% |
| Returns for 1 year | 5.51 | 1.98 | 279% |
| Returns for 3 years | 42.05 | 38.81 | 108% |
| Returns for 5 years | 50.44 | 61.95 | 81% |
| Returns for 10 years | 60.69 | N/A | - |
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