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CWICX vs VSQSX
CWICX vs VSQSX Comparison
Open Charts CWICX vs VSQSX
American Funds Capital World Gr&Inc 529C
Price$63.14
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
Invesco MSCI World SRI Index R6
Price$15.69
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets15.73M
CWICX vs VSQSX Comparison Chart
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CWICX vs. VSQSX commentary
Mar 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 Hold and VSQSX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. VSQSX (15.7M). VSQSX pays higher dividends than CWICX: VSQSX (1.51) vs CWICX (0.84). 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 : 0.78 vs. VSQSX (-5.46). VSQSX return over 5 years is better than : 83.95 vs. CWICX (68.16).
| 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 | 0.103 | -6.048 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 15.7M | 783,439% |
| Annual Yield % from dividends | 0.84 | 1.51 | 56% |
| Returns for 1 year | 0.78 | -5.46 | -14% |
| Returns for 3 years | 19.15 | 13.29 | 144% |
| Returns for 5 years | 68.16 | 83.95 | 81% |
| Returns for 10 years | 52.51 | N/A | - |
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