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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Invesco MSCI World SRI Index R5
Price$18.27
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets7.1M
CWICX vs VSQFX Comparison Chart in %
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CWICX vs. VSQFX commentary
Nov 20, 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 Hold and VSQFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. VSQFX (7.1M). VSQFX pays higher dividends than CWICX: VSQFX (1.34) vs CWICX (0.70). CWICX was incepted earlier than VSQFX: CWICX (24 years) vs VSQFX (9 years). VSQFX (1.64) 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 : 11.33 vs. VSQFX (-2.43). VSQFX return over 5 years is better than : 51.23 vs. CWICX (39.45).
| CWICX | VSQFX | CWICX / VSQFX | |
| Total Expense Ratio | 1.53 | 0.20 | 765% |
| Annual Report Gross Expense Ratio | 1.53 | 1.64 | 93% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.139 | 9.401 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 7.1M | 1,957,471% |
| Annual Yield % from dividends | 0.70 | 1.34 | 52% |
| Returns for 1 year | 11.33 | -2.43 | -466% |
| Returns for 3 years | 48.16 | 41.68 | 116% |
| Returns for 5 years | 39.45 | 51.23 | 77% |
| Returns for 10 years | 81.77 | N/A | - |
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