Ad is loading...
CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$63.33
Change-$1.63 (-2.51%)
VolumeN/A
Net Assets126.53B
Invesco MSCI World SRI Index R
Price$15.51
Change-$0.47 (-2.94%)
VolumeN/A
Net Assets16.2M
CWICX vs VSQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. VSQRX commentary
Mar 11, 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 VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. VSQRX (16.2M). VSQRX pays higher dividends than CWICX: VSQRX (1.18) vs CWICX (0.84). CWICX was incepted earlier than VSQRX: CWICX (23 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than CWICX (1.53). VSQRX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQRX: CWICX (250) vs VSQRX (1000). CWICX annual gain was more profitable for investors over the last year : 2.50 vs. VSQRX (-3.22). VSQRX return over 5 years is better than : 53.00 vs. CWICX (43.52).
| CWICX | VSQRX | CWICX / VSQRX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 2.70 | 57% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.866 | -2.680 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 16.2M | 783,951% |
| Annual Yield % from dividends | 0.84 | 1.18 | 71% |
| Returns for 1 year | 2.50 | -3.22 | -78% |
| Returns for 3 years | 23.86 | 16.76 | 142% |
| Returns for 5 years | 43.52 | 53.00 | 82% |
| Returns for 10 years | 57.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...