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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$75.35
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
Invesco MSCI World SRI Index R
Price$18.47
Change-$0.18 (-0.97%)
VolumeN/A
Net Assets7.02M
CWICX vs VSQRX Comparison Chart in %
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CWICX vs. VSQRX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. VSQRX (7.02M). VSQRX pays higher dividends than CWICX: VSQRX (1.06) vs CWICX (0.71). CWICX was incepted earlier than VSQRX: CWICX (24 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 : 11.35 vs. VSQRX (4.21). VSQRX return over 5 years is better than : 59.60 vs. CWICX (49.53).
| CWICX | VSQRX | CWICX / VSQRX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 2.70 | 57% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 19.922 | 13.581 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.02M | 2,023,945% |
| Annual Yield % from dividends | 0.71 | 1.06 | 67% |
| Returns for 1 year | 11.35 | 4.21 | 269% |
| Returns for 3 years | 66.28 | 60.30 | 110% |
| Returns for 5 years | 49.53 | 59.60 | 83% |
| Returns for 10 years | 86.61 | N/A | - |
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