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RWIBX vs VSQYX
RWIBX vs VSQYX Comparison
Open Charts RWIBX vs VSQYX
American Funds Capital World Gr&Inc R2
Price$57.04
Change-$3.66 (-6.03%)
VolumeN/A
Net Assets118.88B
Invesco MSCI World SRI Index Y
Price$14.51
Change-$0.92 (-5.96%)
VolumeN/A
Net Assets16.31M
RWIBX vs VSQYX Comparison Chart
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RWIBX vs. VSQYX commentary
Apr 05, 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 VSQYX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. VSQYX (16.3M). VSQYX pays higher dividends than RWIBX: VSQYX (1.59) vs RWIBX (0.92). RWIBX was incepted earlier than VSQYX: RWIBX (23 years) vs VSQYX (9 years). VSQYX (2.20) is less costly to investors than RWIBX (1.51). VSQYX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VSQYX: RWIBX (250) vs VSQYX (1000). RWIBX annual gain was more profitable for investors over the last year : -0.58 vs. VSQYX (-3.98). VSQYX return over 5 years is better than : 89.60 vs. RWIBX (64.01).
| RWIBX | VSQYX | RWIBX / VSQYX | |
| Total Expense Ratio | 1.51 | 0.19 | 795% |
| Annual Report Gross Expense Ratio | 1.51 | 2.20 | 69% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.679 | -3.892 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 16.3M | 730,061% |
| Annual Yield % from dividends | 0.92 | 1.59 | 58% |
| Returns for 1 year | -0.58 | -3.98 | 15% |
| Returns for 3 years | 9.55 | 5.55 | 172% |
| Returns for 5 years | 64.01 | 89.60 | 71% |
| Returns for 10 years | 37.24 | N/A | - |