Interact to see
Advertisement
Advertisement
RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$73.46
Change-$0.66 (-0.89%)
VolumeN/A
Net Assets139.93B
Invesco MSCI World SRI Index R
Price$17.86
Change-$0.18 (-1.00%)
VolumeN/A
Net Assets7.18M
RWIBX vs VSQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIBX vs. VSQRX commentary
Nov 20, 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 Hold and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. VSQRX (7.18M). VSQRX pays higher dividends than RWIBX: VSQRX (1.05) vs RWIBX (0.74). RWIBX was incepted earlier than VSQRX: RWIBX (23 years) vs VSQRX (9 years). VSQRX (2.25) is less costly to investors than RWIBX (1.51). VSQRX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VSQRX: RWIBX (250) vs VSQRX (1000). RWIBX annual gain was more profitable for investors over the last year : 11.24 vs. VSQRX (-2.52). VSQRX return over 5 years is better than : 46.59 vs. RWIBX (37.39).
| RWIBX | VSQRX | RWIBX / VSQRX | |
| Total Expense Ratio | 1.51 | 0.70 | 216% |
| Annual Report Gross Expense Ratio | 1.51 | 2.25 | 67% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 18.073 | 8.770 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.18M | 1,950,676% |
| Annual Yield % from dividends | 0.74 | 1.05 | 71% |
| Returns for 1 year | 11.24 | -2.52 | -447% |
| Returns for 3 years | 47.43 | 39.11 | 121% |
| Returns for 5 years | 37.39 | 46.59 | 80% |
| Returns for 10 years | 68.54 | N/A | - |