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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$74.62
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
Invesco MSCI World SRI Index R
Price$18.47
Change-$0.18 (-0.97%)
VolumeN/A
Net Assets7.02M
RWIBX vs VSQRX Comparison Chart in %
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RWIBX vs. VSQRX commentary
Oct 09, 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 VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. VSQRX (7.02M). VSQRX pays higher dividends than RWIBX: VSQRX (1.06) vs RWIBX (0.76). RWIBX was incepted earlier than VSQRX: RWIBX (23 years) vs VSQRX (9 years). VSQRX (2.70) 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 : 11.31 vs. VSQRX (4.21). VSQRX return over 5 years is better than : 59.60 vs. RWIBX (47.61).
| RWIBX | VSQRX | RWIBX / VSQRX | |
| Total Expense Ratio | 1.51 | 0.69 | 219% |
| Annual Report Gross Expense Ratio | 1.51 | 2.70 | 56% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 19.938 | 13.581 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.02M | 2,023,945% |
| Annual Yield % from dividends | 0.76 | 1.06 | 71% |
| Returns for 1 year | 11.31 | 4.21 | 268% |
| Returns for 3 years | 65.60 | 60.30 | 109% |
| Returns for 5 years | 47.61 | 59.60 | 80% |
| Returns for 10 years | 73.15 | N/A | - |
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