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RWIBX vs VSQCX
RWIBX vs VSQCX Comparison
Open Charts RWIBX vs VSQCX
American Funds Capital World Gr&Inc R2
Price$60.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Invesco MSCI World SRI Index C
Price$14.70
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets15.41M
RWIBX vs VSQCX Comparison Chart
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RWIBX vs. VSQCX commentary
Apr 18, 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 VSQCX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. VSQCX (15.4M). RWIBX pays higher dividends than VSQCX: RWIBX (0.92) vs VSQCX (0.84). RWIBX was incepted earlier than VSQCX: RWIBX (23 years) vs VSQCX (9 years). VSQCX (3.20) is less costly to investors than RWIBX (1.51). VSQCX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VSQCX: RWIBX (250) vs VSQCX (1000). RWIBX annual gain was more profitable for investors over the last year : -1.73 vs. VSQCX (-4.74). VSQCX return over 5 years is better than : 53.60 vs. RWIBX (39.93).
| RWIBX | VSQCX | RWIBX / VSQCX | |
| Total Expense Ratio | 1.51 | 1.19 | 127% |
| Annual Report Gross Expense Ratio | 1.51 | 3.20 | 47% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.947 | -7.341 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 15.4M | 759,740% |
| Annual Yield % from dividends | 0.92 | 0.84 | 109% |
| Returns for 1 year | -1.73 | -4.74 | 37% |
| Returns for 3 years | 8.99 | 4.16 | 216% |
| Returns for 5 years | 39.93 | 53.60 | 74% |
| Returns for 10 years | 29.16 | N/A | - |
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