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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
American Funds Capital World Gr&Inc 529C
Price$64.40
Change-$0.59 (-0.91%)
VolumeN/A
Net Assets126.71B
Invesco MSCI World SRI Index R5
Price$16.23
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets16.34M
CWICX vs VSQFX Comparison Chart
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CWICX vs. VSQFX commentary
Mar 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 StrongBuy and VSQFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. VSQFX (16.3M). VSQFX pays higher dividends than CWICX: VSQFX (1.33) vs CWICX (0.97). CWICX was incepted earlier than VSQFX: CWICX (23 years) vs VSQFX (9 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. VSQFX (23.00). 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 : 2.94 vs. VSQFX (-2.50). VSQFX return over 5 years is better than : 54.50 vs. CWICX (40.01).
| CWICX | VSQFX | CWICX / VSQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 1.979 | -2.814 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 16.3M | 779,141% |
| Annual Yield % from dividends | 0.97 | 1.33 | 73% |
| Returns for 1 year | 2.94 | -2.50 | -118% |
| Returns for 3 years | 18.48 | 14.43 | 128% |
| Returns for 5 years | 40.01 | 54.50 | 73% |
| Returns for 10 years | 53.22 | N/A | - |
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