Ad is loading...
RWIBX vs VSQAX
RWIBX vs VSQAX Comparison
Open Charts RWIBX vs VSQAX
American Funds Capital World Gr&Inc R2
Price$66.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index A
Price$18.06
Change-$0.17 (-0.93%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RWIBX vs VSQAX Comparison Chart
Loading...
RWIBX vs. VSQAX commentary
Sep 21, 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 StrongBuy and VSQAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. VSQAX (17.2M). 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). RWIBX (19.09) and VSQAX (18.70) have marching annual gain over last year. VSQAX return over 5 years is better than : 65.01 vs. RWIBX (40.53).
| 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 | 11.847 | 11.083 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17.2M | 744,186% |
| Annual Yield % from dividends | 1.05 | 1.30 | 80% |
| Returns for 1 year | 19.09 | 18.70 | 102% |
| Returns for 3 years | 4.35 | 16.91 | 26% |
| Returns for 5 years | 40.53 | 65.01 | 62% |
| Returns for 10 years | 44.70 | N/A | - |