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RWIBX vs VSQAX
RWIBX vs VSQAX Comparison
Open Charts RWIBX vs VSQAX
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
Invesco MSCI World SRI Index A
Price$16.86
Change-$0.31 (-1.81%)
VolumeN/A
Net Assets17.03M
RWIBX vs VSQAX Comparison Chart
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RWIBX vs. VSQAX 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 RWIBX is a StrongBuy and VSQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. VSQAX (17M). VSQAX pays higher dividends than RWIBX: VSQAX (1.30) vs RWIBX (1.05). RWIBX was incepted earlier than VSQAX: RWIBX (23 years) vs VSQAX (9 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. VSQAX (23.00). RWIBX has a lower initial minimum investment than VSQAX: RWIBX (250) vs VSQAX (1000). RWIBX annual gain was more profitable for investors over the last year : 6.22 vs. VSQAX (4.40). VSQAX return over 5 years is better than : 49.14 vs. RWIBX (29.55).
| RWIBX | VSQAX | RWIBX / VSQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.205 | 3.746 | 112% |
| 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 | 1.05 | 1.30 | 80% |
| Returns for 1 year | 6.22 | 4.40 | 141% |
| Returns for 3 years | 14.72 | 19.30 | 76% |
| Returns for 5 years | 29.55 | 49.14 | 60% |
| Returns for 10 years | 40.94 | N/A | - |
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