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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
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 R5
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets18.18M
CWICX vs VSQFX Comparison Chart in %
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CWICX vs. VSQFX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. VSQFX (18.2M). VSQFX pays higher dividends than CWICX: VSQFX (1.42) vs CWICX (0.78). 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 : 8.49 vs. VSQFX (4.13). VSQFX return over 5 years is better than : 69.22 vs. CWICX (50.99).
| 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 | 13.135 | 7.665 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 0.78 | 1.42 | 55% |
| Returns for 1 year | 8.49 | 4.13 | 205% |
| Returns for 3 years | 48.18 | 42.92 | 112% |
| Returns for 5 years | 50.99 | 69.22 | 74% |
| Returns for 10 years | 70.73 | N/A | - |
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