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CWICX vs VSQSX
CWICX vs VSQSX Comparison
Open Charts CWICX vs VSQSX
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R6
Price$18.79
Change-$0.24 (-1.26%)
VolumeN/A
CapitalizationN/A
CWICX vs VSQSX Comparison Chart
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CWICX vs. VSQSX commentary
Nov 18, 2024
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 Sell and VSQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. VSQSX (17.5M). VSQSX pays higher dividends than CWICX: VSQSX (1.33) vs CWICX (0.97). CWICX was incepted earlier than VSQSX: CWICX (23 years) vs VSQSX (8 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. VSQSX (23.00). CWICX has a lower initial minimum investment than VSQSX: CWICX (250) vs VSQSX (1000000). VSQSX annual gain was more profitable for investors over the last year : 21.62 vs. CWICX (18.17). VSQSX return over 5 years is better than : 66.93 vs. CWICX (38.65).
| CWICX | VSQSX | CWICX / VSQSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 12.348 | 16.203 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 17.5M | 714,286% |
| Annual Yield % from dividends | 0.97 | 1.33 | 73% |
| Returns for 1 year | 18.17 | 21.62 | 84% |
| Returns for 3 years | 2.87 | 14.74 | 19% |
| Returns for 5 years | 38.65 | 66.93 | 58% |
| Returns for 10 years | 58.57 | N/A | - |
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