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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$16.46
Change-$0.47 (-2.78%)
VolumeN/A
CapitalizationN/A
RWIBX vs VSQRX Comparison Chart
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RWIBX vs. VSQRX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. VSQRX (17.7M). VSQRX pays higher dividends than RWIBX: VSQRX (1.28) vs RWIBX (1.05). RWIBX was incepted earlier than VSQRX: RWIBX (23 years) vs VSQRX (8 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. VSQRX (23.00). 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 : 11.34 vs. VSQRX (8.65). VSQRX return over 5 years is better than : 48.10 vs. RWIBX (29.64).
| RWIBX | VSQRX | RWIBX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.781 | 7.288 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 17.7M | 683,616% |
| Annual Yield % from dividends | 1.05 | 1.28 | 82% |
| Returns for 1 year | 11.34 | 8.65 | 131% |
| Returns for 3 years | 8.41 | 8.37 | 100% |
| Returns for 5 years | 29.64 | 48.10 | 62% |
| Returns for 10 years | 44.22 | N/A | - |
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