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RWIBX vs VSQAX
RWIBX vs VSQAX Comparison
Open Charts RWIBX vs VSQAX
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index A
Price$18.61
Change-$0.24 (-1.27%)
VolumeN/A
CapitalizationN/A
RWIBX vs VSQAX Comparison Chart
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RWIBX vs. VSQAX commentary
Nov 18, 2024
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 Sell and VSQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. VSQAX (17.5M). VSQAX pays higher dividends than RWIBX: VSQAX (1.30) vs RWIBX (1.05). RWIBX was incepted earlier than VSQAX: RWIBX (22 years) vs VSQAX (8 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). VSQAX annual gain was more profitable for investors over the last year : 21.27 vs. RWIBX (18.20). VSQAX return over 5 years is better than : 64.76 vs. RWIBX (35.89).
| RWIBX | VSQAX | RWIBX / VSQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 12.357 | 15.878 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 17.5M | 714,286% |
| Annual Yield % from dividends | 1.05 | 1.30 | 80% |
| Returns for 1 year | 18.20 | 21.27 | 86% |
| Returns for 3 years | 1.61 | 13.80 | 12% |
| Returns for 5 years | 35.89 | 64.76 | 55% |
| Returns for 10 years | 45.76 | N/A | - |
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