Ad is loading...
CWICX vs VSQYX
CWICX vs VSQYX Comparison
Open Charts CWICX vs VSQYX
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Invesco MSCI World SRI Index Y
Price$17.02
Change-$0.31 (-1.79%)
VolumeN/A
Net Assets17.03M
CWICX vs VSQYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. VSQYX commentary
Feb 23, 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 StrongBuy and VSQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. VSQYX (17M). VSQYX pays higher dividends than CWICX: VSQYX (1.33) vs CWICX (0.97). CWICX was incepted earlier than VSQYX: CWICX (23 years) vs VSQYX (9 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. VSQYX (23.00). CWICX has a lower initial minimum investment than VSQYX: CWICX (250) vs VSQYX (1000). CWICX annual gain was more profitable for investors over the last year : 6.24 vs. VSQYX (2.86). VSQYX return over 5 years is better than : 48.52 vs. CWICX (32.14).
| CWICX | VSQYX | CWICX / VSQYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.196 | 1.916 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17M | 752,941% |
| Annual Yield % from dividends | 0.97 | 1.33 | 73% |
| Returns for 1 year | 6.24 | 2.86 | 218% |
| Returns for 3 years | 16.16 | 18.17 | 89% |
| Returns for 5 years | 32.14 | 48.52 | 66% |
| Returns for 10 years | 53.44 | N/A | - |