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CWICX vs VSQYX
CWICX vs VSQYX Comparison
Open Charts CWICX vs VSQYX
American Funds Capital World Gr&Inc 529C
Price$57.59
Change-$3.69 (-6.02%)
VolumeN/A
Net Assets118.88B
Invesco MSCI World SRI Index Y
Price$14.51
Change-$0.92 (-5.96%)
VolumeN/A
Net Assets16.31M
CWICX vs VSQYX Comparison Chart
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CWICX vs. VSQYX commentary
Apr 05, 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 VSQYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 119B vs. VSQYX (16.3M). VSQYX pays higher dividends than CWICX: VSQYX (1.59) vs CWICX (0.87). CWICX was incepted earlier than VSQYX: CWICX (23 years) vs VSQYX (9 years). VSQYX (2.20) is less costly to investors than CWICX (1.53). VSQYX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). 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 : -0.54 vs. VSQYX (-3.98). VSQYX return over 5 years is better than : 89.60 vs. CWICX (66.86).
| CWICX | VSQYX | CWICX / VSQYX | |
| Total Expense Ratio | 1.53 | 0.19 | 805% |
| Annual Report Gross Expense Ratio | 1.53 | 2.20 | 70% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.674 | -3.892 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 16.3M | 730,061% |
| Annual Yield % from dividends | 0.87 | 1.59 | 55% |
| Returns for 1 year | -0.54 | -3.98 | 13% |
| Returns for 3 years | 10.74 | 5.55 | 193% |
| Returns for 5 years | 66.86 | 89.60 | 75% |
| Returns for 10 years | 49.18 | N/A | - |
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