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RWIBX vs VSQAX
RWIBX vs VSQAX Comparison
Open Charts RWIBX vs VSQAX
American Funds Capital World Gr&Inc R2
Price$70.22
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets135.04B
Invesco MSCI World SRI Index A
Price$17.65
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets17.92M
RWIBX vs VSQAX Comparison Chart in %
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RWIBX vs. VSQAX commentary
Jul 17, 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 Buy and VSQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. VSQAX (17.9M). VSQAX pays higher dividends than RWIBX: VSQAX (1.26) vs RWIBX (0.82). RWIBX was incepted earlier than VSQAX: RWIBX (23 years) vs VSQAX (9 years). VSQAX (2.45) is less costly to investors than RWIBX (1.51). VSQAX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). 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 : 6.00 vs. VSQAX (-0.62). VSQAX return over 5 years is better than : 60.43 vs. RWIBX (44.50).
| RWIBX | VSQAX | RWIBX / VSQAX | |
| Total Expense Ratio | 1.51 | 0.44 | 343% |
| Annual Report Gross Expense Ratio | 1.51 | 2.45 | 62% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 12.775 | 6.163 | 207% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 17.9M | 754,190% |
| Annual Yield % from dividends | 0.82 | 1.26 | 65% |
| Returns for 1 year | 6.00 | -0.62 | -964% |
| Returns for 3 years | 48.90 | 39.77 | 123% |
| Returns for 5 years | 44.50 | 60.43 | 74% |
| Returns for 10 years | 52.98 | N/A | - |
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