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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets126.7B
Invesco MSCI World SRI Index R
Price$16.79
Change+$0.18 (+1.08%)
VolumeN/A
Net Assets17.12M
RWIBX vs VSQRX Comparison Chart
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RWIBX vs. VSQRX commentary
Jan 19, 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 StrongBuy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. VSQRX (17.1M). VSQRX pays higher dividends than RWIBX: VSQRX (1.28) vs RWIBX (1.05). RWIBX was incepted earlier than VSQRX: RWIBX (23 years) vs VSQRX (9 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 : 10.02 vs. VSQRX (7.34). VSQRX return over 5 years is better than : 43.22 vs. RWIBX (24.76).
| RWIBX | VSQRX | RWIBX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.014 | 2.253 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 17.1M | 742,690% |
| Annual Yield % from dividends | 1.05 | 1.28 | 82% |
| Returns for 1 year | 10.02 | 7.34 | 137% |
| Returns for 3 years | 6.90 | 8.75 | 79% |
| Returns for 5 years | 24.76 | 43.22 | 57% |
| Returns for 10 years | 44.15 | N/A | - |
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