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RWIEX vs VSQYX
RWIEX vs VSQYX Comparison
Open Charts RWIEX vs VSQYX
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Invesco MSCI World SRI Index Y
Price$17.78
Change-$0.20 (-1.11%)
VolumeN/A
Net Assets18.18M
RWIEX vs VSQYX Comparison Chart in %
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RWIEX vs. VSQYX commentary
Jul 08, 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 RWIEX is a Buy and VSQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. VSQYX (18.2M). RWIEX (1.46) and VSQYX (1.42) have matching dividends . RWIEX was incepted earlier than VSQYX: RWIEX (23 years) vs VSQYX (9 years). VSQYX (2.20) is less costly to investors than RWIEX (0.76). VSQYX is a more actively managed with annual turnover of: 32.00 vs. RWIEX (27.00). 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 : 9.34 vs. VSQYX (4.07). VSQYX return over 5 years is better than : 69.22 vs. RWIEX (52.95).
| RWIEX | VSQYX | RWIEX / VSQYX | |
| Total Expense Ratio | 0.76 | 0.19 | 400% |
| Annual Report Gross Expense Ratio | 0.76 | 2.20 | 35% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.565 | 7.665 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 1.46 | 1.42 | 102% |
| Returns for 1 year | 9.34 | 4.07 | 229% |
| Returns for 3 years | 50.20 | 42.92 | 117% |
| Returns for 5 years | 52.95 | 69.22 | 76% |
| Returns for 10 years | 62.87 | N/A | - |
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