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RWIBX vs VSQSX
RWIBX vs VSQSX Comparison
Open Charts RWIBX vs VSQSX
American Funds Capital World Gr&Inc R2
Price$60.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
Invesco MSCI World SRI Index R6
Price$15.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets15.42M
RWIBX vs VSQSX Comparison Chart
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RWIBX vs. VSQSX commentary
Apr 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 Buy and VSQSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. VSQSX (15.4M). VSQSX pays higher dividends than RWIBX: VSQSX (1.59) vs RWIBX (0.92). RWIBX was incepted earlier than VSQSX: RWIBX (23 years) vs VSQSX (9 years). VSQSX (2.08) is less costly to investors than RWIBX (1.51). VSQSX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VSQSX: RWIBX (250) vs VSQSX (1000000). RWIBX annual gain was more profitable for investors over the last year : -1.73 vs. VSQSX (-5.09). VSQSX return over 5 years is better than : 58.45 vs. RWIBX (39.93).
| RWIBX | VSQSX | RWIBX / VSQSX | |
| Total Expense Ratio | 1.51 | 0.19 | 795% |
| Annual Report Gross Expense Ratio | 1.51 | 2.08 | 73% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -3.947 | -9.042 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 15.4M | 759,740% |
| Annual Yield % from dividends | 0.92 | 1.59 | 58% |
| Returns for 1 year | -1.73 | -5.09 | 34% |
| Returns for 3 years | 8.99 | 5.60 | 160% |
| Returns for 5 years | 39.93 | 58.45 | 68% |
| Returns for 10 years | 29.16 | N/A | - |
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