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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
American Funds Capital World Gr&Inc 529C
Price$66.60
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
Invesco MSCI World SRI Index R5
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.32M
CWICX vs VSQFX Comparison Chart
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CWICX vs. VSQFX commentary
May 23, 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: 130B vs. VSQFX (17.3M). VSQFX pays higher dividends than CWICX: VSQFX (1.58) vs CWICX (0.86). 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 : 2.21 vs. VSQFX (1.94). VSQFX return over 5 years is better than : 75.66 vs. CWICX (53.23).
| 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 | 5.652 | 3.473 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 17.3M | 751,445% |
| Annual Yield % from dividends | 0.86 | 1.58 | 55% |
| Returns for 1 year | 2.21 | 1.94 | 114% |
| Returns for 3 years | 31.14 | 34.30 | 91% |
| Returns for 5 years | 53.23 | 75.66 | 70% |
| Returns for 10 years | 52.57 | N/A | - |
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