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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$70.97
Change-$0.56 (-0.78%)
VolumeN/A
Net Assets136.85B
Invesco MSCI World SRI Index R
Price$17.79
Change-$0.17 (-0.95%)
VolumeN/A
Net Assets18.03M
RWIBX vs VSQRX Comparison Chart in %
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RWIBX vs. VSQRX commentary
Sep 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 StrongBuy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. VSQRX (18M). VSQRX pays higher dividends than RWIBX: VSQRX (1.10) vs RWIBX (0.80). 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 : 7.33 vs. VSQRX (1.54). VSQRX return over 5 years is better than : 50.30 vs. RWIBX (40.11).
| 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 | 13.979 | 8.343 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18M | 761,111% |
| Annual Yield % from dividends | 0.80 | 1.10 | 73% |
| Returns for 1 year | 7.33 | 1.54 | 476% |
| Returns for 3 years | 48.40 | 37.95 | 128% |
| Returns for 5 years | 40.11 | 50.30 | 80% |
| Returns for 10 years | 71.94 | N/A | - |
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