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CWICX vs VSQYX
CWICX vs VSQYX Comparison
Open Charts CWICX vs VSQYX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
Invesco MSCI World SRI Index Y
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets18.08M
CWICX vs VSQYX Comparison Chart in %
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CWICX vs. VSQYX commentary
Jul 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 135B vs. VSQYX (18.1M). VSQYX pays higher dividends than CWICX: VSQYX (1.42) vs CWICX (0.78). 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 : 8.49 vs. VSQYX (3.55). VSQYX return over 5 years is better than : 68.37 vs. CWICX (50.99).
| 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 | 13.135 | 7.126 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 18.1M | 745,856% |
| Annual Yield % from dividends | 0.78 | 1.42 | 55% |
| Returns for 1 year | 8.49 | 3.55 | 239% |
| Returns for 3 years | 48.18 | 42.20 | 114% |
| Returns for 5 years | 50.99 | 68.37 | 75% |
| Returns for 10 years | 70.73 | N/A | - |
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