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CWICX vs VSQSX
CWICX vs VSQSX Comparison
Open Charts CWICX vs VSQSX
American Funds Capital World Gr&Inc 529C
Price$64.69
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Invesco MSCI World SRI Index R6
Price$16.33
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets16.37M
CWICX vs VSQSX Comparison Chart
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CWICX vs. VSQSX commentary
May 12, 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 VSQSX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. VSQSX (16.4M). VSQSX pays higher dividends than CWICX: VSQSX (1.58) vs CWICX (0.86). CWICX was incepted earlier than VSQSX: CWICX (23 years) vs VSQSX (9 years). VSQSX (2.08) is less costly to investors than CWICX (1.53). VSQSX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQSX: CWICX (250) vs VSQSX (1000000). CWICX annual gain was more profitable for investors over the last year : 1.42 vs. VSQSX (-1.67). VSQSX return over 5 years is better than : 66.32 vs. CWICX (49.70).
| CWICX | VSQSX | CWICX / VSQSX | |
| Total Expense Ratio | 1.53 | 0.19 | 805% |
| Annual Report Gross Expense Ratio | 1.53 | 2.08 | 74% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.560 | -2.216 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 16.4M | 762,195% |
| Annual Yield % from dividends | 0.86 | 1.58 | 55% |
| Returns for 1 year | 1.42 | -1.67 | -85% |
| Returns for 3 years | 29.53 | 24.52 | 120% |
| Returns for 5 years | 49.70 | 66.32 | 75% |
| Returns for 10 years | 49.95 | N/A | - |
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