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RWIBX vs VSQAX
RWIBX vs VSQAX Comparison
Open Charts RWIBX vs VSQAX
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Invesco MSCI World SRI Index A
Price$17.23
Change+$0.12 (+0.70%)
VolumeN/A
Net Assets17.27M
RWIBX vs VSQAX Comparison Chart
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RWIBX vs. VSQAX commentary
Jun 07, 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: 131B vs. VSQAX (17.3M). VSQAX pays higher dividends than RWIBX: VSQAX (1.31) vs RWIBX (0.86). 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 : 5.49 vs. VSQAX (2.02). VSQAX return over 5 years is better than : 58.52 vs. RWIBX (42.11).
| 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 | 8.682 | 3.384 | 257% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 0.86 | 1.31 | 66% |
| Returns for 1 year | 5.49 | 2.02 | 272% |
| Returns for 3 years | 26.76 | 26.20 | 102% |
| Returns for 5 years | 42.11 | 58.52 | 72% |
| Returns for 10 years | 48.90 | N/A | - |
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