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RWIBX vs VSQFX
RWIBX vs VSQFX Comparison
Open Charts RWIBX vs VSQFX
American Funds Capital World Gr&Inc R2
Price$65.97
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Invesco MSCI World SRI Index R5
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.32M
RWIBX vs VSQFX Comparison Chart
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RWIBX vs. VSQFX commentary
May 23, 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: 128B vs. VSQFX (17.3M). VSQFX pays higher dividends than RWIBX: VSQFX (1.58) vs RWIBX (0.91). 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 : 2.17 vs. VSQFX (1.94). VSQFX return over 5 years is better than : 75.66 vs. RWIBX (50.58).
| 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 | 5.657 | 3.473 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17.3M | 739,884% |
| Annual Yield % from dividends | 0.91 | 1.58 | 58% |
| Returns for 1 year | 2.17 | 1.94 | 112% |
| Returns for 3 years | 29.72 | 34.30 | 87% |
| Returns for 5 years | 50.58 | 75.66 | 67% |
| Returns for 10 years | 40.35 | N/A | - |
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