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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$61.71
Change+$0.82 (+1.35%)
VolumeN/A
Net Assets117.94B
Invesco MSCI World SRI Index R
Price$15.14
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets15.42M
CWICX vs VSQRX Comparison Chart
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CWICX vs. VSQRX commentary
Apr 24, 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 VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 118B vs. VSQRX (15.4M). VSQRX pays higher dividends than CWICX: VSQRX (1.24) vs CWICX (0.87). 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 : -2.22 vs. VSQRX (-6.67). VSQRX return over 5 years is better than : 56.72 vs. CWICX (45.47).
| 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 | -3.464 | -9.013 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 15.4M | 766,234% |
| Annual Yield % from dividends | 0.87 | 1.24 | 70% |
| Returns for 1 year | -2.22 | -6.67 | 33% |
| Returns for 3 years | 14.01 | 5.88 | 238% |
| Returns for 5 years | 45.47 | 56.72 | 80% |
| Returns for 10 years | 39.44 | N/A | - |
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