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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$18.46
Change-$0.23 (-1.23%)
VolumeN/A
CapitalizationN/A
CWICX vs VSQRX Comparison Chart
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CWICX vs. VSQRX commentary
Nov 18, 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 Sell and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. VSQRX (17.5M). VSQRX pays higher dividends than CWICX: VSQRX (1.28) vs CWICX (0.97). CWICX was incepted earlier than VSQRX: CWICX (23 years) vs VSQRX (8 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. VSQRX (23.00). CWICX has a lower initial minimum investment than VSQRX: CWICX (250) vs VSQRX (1000). VSQRX annual gain was more profitable for investors over the last year : 21.04 vs. CWICX (18.17). VSQRX return over 5 years is better than : 62.74 vs. CWICX (38.65).
| CWICX | VSQRX | CWICX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 12.348 | 15.664 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 17.5M | 714,286% |
| Annual Yield % from dividends | 0.97 | 1.28 | 76% |
| Returns for 1 year | 18.17 | 21.04 | 86% |
| Returns for 3 years | 2.87 | 12.98 | 22% |
| Returns for 5 years | 38.65 | 62.74 | 62% |
| Returns for 10 years | 58.57 | N/A | - |
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