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RWIBX vs VSQFX
RWIBX vs VSQFX Comparison
Open Charts RWIBX vs VSQFX
American Funds Capital World Gr&Inc R2
Price$62.41
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets121.98B
Invesco MSCI World SRI Index R5
Price$15.83
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets15.95M
RWIBX vs VSQFX Comparison Chart
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RWIBX vs. VSQFX commentary
Apr 28, 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 VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 122B vs. VSQFX (16M). VSQFX pays higher dividends than RWIBX: VSQFX (1.59) vs RWIBX (0.92). RWIBX was incepted earlier than VSQFX: RWIBX (23 years) vs VSQFX (9 years). VSQFX (2.08) is less costly to investors than RWIBX (1.51). VSQFX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VSQFX: RWIBX (250) vs VSQFX (1000000). RWIBX annual gain was more profitable for investors over the last year : 1.42 vs. VSQFX (-2.06). VSQFX return over 5 years is better than : 67.55 vs. RWIBX (47.93).
| RWIBX | VSQFX | RWIBX / VSQFX | |
| Total Expense Ratio | 1.51 | 0.19 | 795% |
| Annual Report Gross Expense Ratio | 1.51 | 2.08 | 73% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -0.105 | -5.210 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 16M | 762,500% |
| Annual Yield % from dividends | 0.92 | 1.59 | 58% |
| Returns for 1 year | 1.42 | -2.06 | -69% |
| Returns for 3 years | 20.31 | 15.33 | 132% |
| Returns for 5 years | 47.93 | 67.55 | 71% |
| Returns for 10 years | 32.96 | N/A | - |
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