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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$18.46
Change-$0.23 (-1.23%)
VolumeN/A
CapitalizationN/A
RWIFX vs VSQRX Comparison Chart
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RWIFX vs. VSQRX commentary
Nov 18, 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 RWIFX is a Sell and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. VSQRX (17.5M). RWIFX pays higher dividends than VSQRX: RWIFX (1.94) vs VSQRX (1.28). RWIFX was incepted earlier than VSQRX: RWIFX (23 years) vs VSQRX (8 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. VSQRX (23.00). RWIFX has a lower initial minimum investment than VSQRX: RWIFX (250) vs VSQRX (1000). VSQRX annual gain was more profitable for investors over the last year : 21.04 vs. RWIFX (19.46). VSQRX return over 5 years is better than : 62.74 vs. RWIFX (39.97).
| RWIFX | VSQRX | RWIFX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.399 | 15.664 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 17.5M | 714,286% |
| Annual Yield % from dividends | 1.94 | 1.28 | 152% |
| Returns for 1 year | 19.46 | 21.04 | 93% |
| Returns for 3 years | 3.86 | 12.98 | 30% |
| Returns for 5 years | 39.97 | 62.74 | 64% |
| Returns for 10 years | 50.91 | N/A | - |
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