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RWIEX vs VSQYX
RWIEX vs VSQYX Comparison
Open Charts RWIEX vs VSQYX
American Funds Capital World Gr&Inc R4
Price$64.48
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index Y
Price$17.27
Change-$0.35 (-1.99%)
VolumeN/A
CapitalizationN/A
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RWIEX vs VSQYX Comparison Chart
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RWIEX vs. VSQYX commentary
Sep 08, 2024
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 RWIEX is a StrongBuy and VSQYX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. VSQYX (16.2M). RWIEX pays higher dividends than VSQYX: RWIEX (1.68) vs VSQYX (1.33). RWIEX was incepted earlier than VSQYX: RWIEX (22 years) vs VSQYX (8 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. VSQYX (23.00). RWIEX has a lower initial minimum investment than VSQYX: RWIEX (250) vs VSQYX (1000). RWIEX annual gain was more profitable for investors over the last year : 17.32 vs. VSQYX (15.82). VSQYX return over 5 years is better than : 65.36 vs. RWIEX (40.84).
| RWIEX | VSQYX | RWIEX / VSQYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 10.318 | 8.967 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 16.2M | 746,914% |
| Annual Yield % from dividends | 1.68 | 1.33 | 127% |
| Returns for 1 year | 17.32 | 15.82 | 109% |
| Returns for 3 years | 1.61 | 13.27 | 12% |
| Returns for 5 years | 40.84 | 65.36 | 62% |
| Returns for 10 years | 45.59 | N/A | - |