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CWICX vs VSQYX
CWICX vs VSQYX Comparison
Open Charts CWICX vs VSQYX
American Funds Capital World Gr&Inc 529C
Price$66.60
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Invesco MSCI World SRI Index Y
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.04M
CWICX vs VSQYX Comparison Chart
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CWICX vs. VSQYX commentary
May 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 Buy and VSQYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. VSQYX (17M). VSQYX pays higher dividends than CWICX: VSQYX (1.58) vs CWICX (0.86). 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 : 2.66 vs. VSQYX (0.58). VSQYX return over 5 years is better than : 72.71 vs. CWICX (53.14).
| 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 | 5.589 | 1.737 | 322% |
| 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 | 0.86 | 1.58 | 55% |
| Returns for 1 year | 2.66 | 0.58 | 460% |
| Returns for 3 years | 29.19 | 29.64 | 98% |
| Returns for 5 years | 53.14 | 72.71 | 73% |
| Returns for 10 years | 52.48 | N/A | - |