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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$71.41
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Invesco MSCI World SRI Index R
Price$17.49
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets17.92M
RWIFX vs VSQRX Comparison Chart in %
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RWIFX vs. VSQRX commentary
Jul 17, 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 RWIFX is a Buy and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. VSQRX (17.9M). RWIFX pays higher dividends than VSQRX: RWIFX (1.72) vs VSQRX (1.11). RWIFX was incepted earlier than VSQRX: RWIFX (23 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than RWIFX (0.46). VSQRX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VSQRX: RWIFX (250) vs VSQRX (1000). RWIFX annual gain was more profitable for investors over the last year : 7.22 vs. VSQRX (-0.91). VSQRX return over 5 years is better than : 58.42 vs. RWIFX (50.19).
| RWIFX | VSQRX | RWIFX / VSQRX | |
| Total Expense Ratio | 0.46 | 0.69 | 67% |
| Annual Report Gross Expense Ratio | 0.46 | 2.70 | 17% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.419 | 6.029 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 17.9M | 754,190% |
| Annual Yield % from dividends | 1.72 | 1.11 | 155% |
| Returns for 1 year | 7.22 | -0.91 | -795% |
| Returns for 3 years | 53.08 | 38.62 | 137% |
| Returns for 5 years | 50.19 | 58.42 | 86% |
| Returns for 10 years | 59.38 | N/A | - |
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