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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$62.90
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
Invesco MSCI World SRI Index R
Price$15.77
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets16.19M
RWIBX vs VSQRX Comparison Chart
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RWIBX vs. VSQRX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. VSQRX (16.2M). VSQRX pays higher dividends than RWIBX: VSQRX (1.24) vs RWIBX (0.92). 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 : 0.05 vs. VSQRX (-5.22). VSQRX return over 5 years is better than : 83.34 vs. RWIBX (64.01).
| 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 | 0.679 | -4.689 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.2M | 759,259% |
| Annual Yield % from dividends | 0.92 | 1.24 | 74% |
| Returns for 1 year | 0.05 | -5.22 | -1% |
| Returns for 3 years | 10.51 | 3.89 | 270% |
| Returns for 5 years | 64.01 | 83.34 | 77% |
| Returns for 10 years | 38.23 | N/A | - |
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