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RWIBX vs VSQYX
RWIBX vs VSQYX Comparison
Open Charts RWIBX vs VSQYX
American Funds Capital World Gr&Inc R2
Price$64.21
Change+$1.20 (+1.90%)
VolumeN/A
Net Assets125.4B
Invesco MSCI World SRI Index Y
Price$16.25
Change+$0.30 (+1.88%)
VolumeN/A
Net Assets16.39M
RWIBX vs VSQYX Comparison Chart
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RWIBX vs. VSQYX commentary
May 04, 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: 125B vs. VSQYX (16.4M). VSQYX pays higher dividends than RWIBX: VSQYX (1.58) vs RWIBX (0.91). 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 : 4.15 vs. VSQYX (0.29). VSQYX return over 5 years is better than : 71.49 vs. RWIBX (51.40).
| 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 | 2.776 | -2.695 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 16.4M | 762,195% |
| Annual Yield % from dividends | 0.91 | 1.58 | 58% |
| Returns for 1 year | 4.15 | 0.29 | 1,413% |
| Returns for 3 years | 22.54 | 17.82 | 126% |
| Returns for 5 years | 51.40 | 71.49 | 72% |
| Returns for 10 years | 39.27 | N/A | - |
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