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RWIBX vs VSQYX
RWIBX vs VSQYX Comparison
Open Charts RWIBX vs VSQYX
American Funds Capital World Gr&Inc R2
Price$70.00
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
Invesco MSCI World SRI Index Y
Price$17.89
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets18.06M
RWIBX vs VSQYX Comparison Chart in %
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RWIBX vs. VSQYX commentary
Jul 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 Hold and VSQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. VSQYX (18.1M). VSQYX pays higher dividends than RWIBX: VSQYX (1.42) vs RWIBX (0.82). 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 : 8.71 vs. VSQYX (4.57). VSQYX return over 5 years is better than : 67.81 vs. RWIBX (47.81).
| 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 | 12.421 | 6.766 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 18.1M | 745,856% |
| Annual Yield % from dividends | 0.82 | 1.42 | 57% |
| Returns for 1 year | 8.71 | 4.57 | 190% |
| Returns for 3 years | 46.31 | 41.73 | 111% |
| Returns for 5 years | 47.81 | 67.81 | 71% |
| Returns for 10 years | 55.51 | N/A | - |
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