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RWIBX vs VSQSX
RWIBX vs VSQSX Comparison
Open Charts RWIBX vs VSQSX
American Funds Capital World Gr&Inc R2
Price$62.54
Change-$0.18 (-0.29%)
VolumeN/A
Net Assets122.79B
Invesco MSCI World SRI Index R6
Price$15.69
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets15.73M
RWIBX vs VSQSX Comparison Chart
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RWIBX vs. VSQSX commentary
Mar 12, 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 Hold and VSQSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. VSQSX (15.7M). VSQSX pays higher dividends than RWIBX: VSQSX (1.51) vs RWIBX (0.90). 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 : 0.74 vs. VSQSX (-5.46). VSQSX return over 5 years is better than : 83.95 vs. RWIBX (64.86).
| 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 | 0.103 | -6.048 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 15.7M | 783,439% |
| Annual Yield % from dividends | 0.90 | 1.51 | 59% |
| Returns for 1 year | 0.74 | -5.46 | -14% |
| Returns for 3 years | 17.68 | 13.29 | 133% |
| Returns for 5 years | 64.86 | 83.95 | 77% |
| Returns for 10 years | 40.31 | N/A | - |
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