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CWICX vs VSQCX
CWICX vs VSQCX Comparison
Open Charts CWICX vs VSQCX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Invesco MSCI World SRI Index C
Price$17.37
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets18.18M
CWICX vs VSQCX Comparison Chart in %
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CWICX vs. VSQCX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. VSQCX (18.2M). CWICX (0.78) and VSQCX (0.76) 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 : 8.49 vs. VSQCX (2.85). VSQCX return over 5 years is better than : 60.70 vs. CWICX (50.99).
| 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 | 13.135 | 7.156 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 0.78 | 0.76 | 103% |
| Returns for 1 year | 8.49 | 2.85 | 298% |
| Returns for 3 years | 48.18 | 38.37 | 126% |
| Returns for 5 years | 50.99 | 60.70 | 84% |
| Returns for 10 years | 70.73 | N/A | - |
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