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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$74.17
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Invesco MSCI World SRI Index R
Price$17.86
Change-$0.18 (-1.00%)
VolumeN/A
Net Assets7.18M
CWICX vs VSQRX Comparison Chart in %
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CWICX vs. VSQRX commentary
Nov 20, 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 Hold and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. VSQRX (7.18M). VSQRX pays higher dividends than CWICX: VSQRX (1.05) vs CWICX (0.70). CWICX was incepted earlier than VSQRX: CWICX (24 years) vs VSQRX (9 years). VSQRX (2.25) 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 : 11.27 vs. VSQRX (-2.52). VSQRX return over 5 years is better than : 46.59 vs. CWICX (39.19).
| CWICX | VSQRX | CWICX / VSQRX | |
| Total Expense Ratio | 1.53 | 0.70 | 219% |
| Annual Report Gross Expense Ratio | 1.53 | 2.25 | 68% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.044 | 8.770 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.18M | 1,950,676% |
| Annual Yield % from dividends | 0.70 | 1.05 | 66% |
| Returns for 1 year | 11.27 | -2.52 | -448% |
| Returns for 3 years | 48.04 | 39.11 | 123% |
| Returns for 5 years | 39.19 | 46.59 | 84% |
| Returns for 10 years | 81.62 | N/A | - |
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