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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
American Funds Capital World Gr&Inc 529C
Price$63.01
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.98B
Invesco MSCI World SRI Index R5
Price$15.83
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets15.95M
CWICX vs VSQFX Comparison Chart
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CWICX vs. VSQFX commentary
Apr 28, 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 VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 122B vs. VSQFX (16M). VSQFX pays higher dividends than CWICX: VSQFX (1.59) vs CWICX (0.87). CWICX was incepted earlier than VSQFX: CWICX (23 years) vs VSQFX (9 years). VSQFX (2.08) is less costly to investors than CWICX (1.53). VSQFX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQFX: CWICX (250) vs VSQFX (1000000). CWICX annual gain was more profitable for investors over the last year : 1.47 vs. VSQFX (-2.06). VSQFX return over 5 years is better than : 67.55 vs. CWICX (50.54).
| CWICX | VSQFX | CWICX / VSQFX | |
| Total Expense Ratio | 1.53 | 0.19 | 805% |
| Annual Report Gross Expense Ratio | 1.53 | 2.08 | 74% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -0.103 | -5.210 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 16M | 762,500% |
| Annual Yield % from dividends | 0.87 | 1.59 | 55% |
| Returns for 1 year | 1.47 | -2.06 | -71% |
| Returns for 3 years | 21.64 | 15.33 | 141% |
| Returns for 5 years | 50.54 | 67.55 | 75% |
| Returns for 10 years | 44.53 | N/A | - |
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