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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
American Funds Capital World Gr&Inc 529C
Price$64.30
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R5
Price$17.13
Change+$0.16 (+0.94%)
VolumeN/A
CapitalizationN/A
CWICX vs VSQFX Comparison Chart
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CWICX vs. VSQFX commentary
Dec 25, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 126B vs. VSQFX (17.1M). VSQFX pays higher dividends than CWICX: VSQFX (1.33) vs CWICX (0.97). CWICX was incepted earlier than VSQFX: CWICX (23 years) vs VSQFX (8 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 : 8.62 vs. VSQFX (7.02). VSQFX return over 5 years is better than : 49.54 vs. CWICX (29.26).
| CWICX | VSQFX | CWICX / VSQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 7.833 | 6.486 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 17.1M | 736,842% |
| Annual Yield % from dividends | 0.97 | 1.33 | 73% |
| Returns for 1 year | 8.62 | 7.02 | 123% |
| Returns for 3 years | 5.27 | 5.64 | 93% |
| Returns for 5 years | 29.26 | 49.54 | 59% |
| Returns for 10 years | 53.59 | N/A | - |
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