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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$71.95
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets136.03B
Invesco MSCI World SRI Index R
Price$17.66
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets18.01M
RWIFX vs VSQRX Comparison Chart in %
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RWIFX vs. VSQRX commentary
Aug 10, 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 StrongBuy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. VSQRX (18M). RWIFX pays higher dividends than VSQRX: RWIFX (1.72) vs VSQRX (1.12). 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 : 14.72 vs. VSQRX (7.41). VSQRX return over 5 years is better than : 56.54 vs. RWIFX (48.65).
| 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 | 14.277 | 7.552 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18M | 755,556% |
| Annual Yield % from dividends | 1.72 | 1.12 | 154% |
| Returns for 1 year | 14.72 | 7.41 | 199% |
| Returns for 3 years | 45.39 | 31.35 | 145% |
| Returns for 5 years | 48.65 | 56.54 | 86% |
| Returns for 10 years | 63.10 | N/A | - |
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