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CWICX vs VSQSX
CWICX vs VSQSX Comparison
Open Charts CWICX vs VSQSX
American Funds Capital World Gr&Inc 529C
Price$60.59
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
Invesco MSCI World SRI Index R6
Price$15.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets15.42M
CWICX vs VSQSX Comparison Chart
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CWICX vs. VSQSX commentary
Apr 19, 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: 117B vs. VSQSX (15.4M). VSQSX pays higher dividends than CWICX: VSQSX (1.59) vs CWICX (0.87). 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 : -1.69 vs. VSQSX (-5.09). VSQSX return over 5 years is better than : 58.45 vs. CWICX (42.38).
| 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 | -3.940 | -9.042 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 15.4M | 759,740% |
| Annual Yield % from dividends | 0.87 | 1.59 | 55% |
| Returns for 1 year | -1.69 | -5.09 | 33% |
| Returns for 3 years | 10.19 | 5.60 | 182% |
| Returns for 5 years | 42.38 | 58.45 | 73% |
| Returns for 10 years | 40.39 | N/A | - |
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