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CWICX vs VSQCX
CWICX vs VSQCX Comparison
Open Charts CWICX vs VSQCX
American Funds Capital World Gr&Inc 529C
Price$60.59
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Invesco MSCI World SRI Index C
Price$14.70
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets15.41M
CWICX vs VSQCX Comparison Chart
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CWICX vs. VSQCX commentary
Apr 18, 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: 117B vs. VSQCX (15.4M). CWICX (0.87) 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 : -1.69 vs. VSQCX (-4.74). VSQCX return over 5 years is better than : 53.60 vs. CWICX (42.38).
| 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 | -3.940 | -7.341 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 15.4M | 759,740% |
| Annual Yield % from dividends | 0.87 | 0.84 | 103% |
| Returns for 1 year | -1.69 | -4.74 | 36% |
| Returns for 3 years | 10.19 | 4.16 | 245% |
| Returns for 5 years | 42.38 | 53.60 | 79% |
| Returns for 10 years | 40.39 | N/A | - |
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