Ad is loading...
RWIBX vs VSQAX
RWIBX vs VSQAX Comparison
Open Charts RWIBX vs VSQAX
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
Invesco MSCI World SRI Index A
Price$15.28
Change-$0.62 (-3.90%)
VolumeN/A
Net Assets16.31M
RWIBX vs VSQAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. VSQAX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. VSQAX (16.3M). VSQAX pays higher dividends than RWIBX: VSQAX (1.41) vs RWIBX (0.92). 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 : -0.58 vs. VSQAX (-4.30). VSQAX return over 5 years is better than : 86.93 vs. RWIBX (64.01).
| 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 | 0.679 | -3.927 | -17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.3M | 754,601% |
| Annual Yield % from dividends | 0.92 | 1.41 | 65% |
| Returns for 1 year | -0.58 | -4.30 | 14% |
| Returns for 3 years | 9.55 | 4.62 | 207% |
| Returns for 5 years | 64.01 | 86.93 | 74% |
| Returns for 10 years | 37.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers