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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R
Price$17.92
Change-$0.17 (-0.94%)
VolumeN/A
CapitalizationN/A
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VS
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RWIFX vs VSQRX Comparison Chart
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RWIFX vs. VSQRX commentary
Sep 21, 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 StrongBuy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. VSQRX (17.2M). RWIFX pays higher dividends than VSQRX: RWIFX (1.94) vs VSQRX (1.28). RWIFX was incepted earlier than VSQRX: RWIFX (22 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). RWIFX annual gain was more profitable for investors over the last year : 25.07 vs. VSQRX (22.49). VSQRX return over 5 years is better than : 65.08 vs. RWIFX (46.97).
| RWIFX | VSQRX | RWIFX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 14.428 | 12.281 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 17.2M | 744,186% |
| Annual Yield % from dividends | 1.94 | 1.28 | 152% |
| Returns for 1 year | 25.07 | 22.49 | 112% |
| Returns for 3 years | 9.73 | 19.33 | 50% |
| Returns for 5 years | 46.97 | 65.08 | 72% |
| Returns for 10 years | 54.30 | N/A | - |
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