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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Invesco MSCI World SRI Index R
Price$17.08
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets17.27M
RWIFX vs VSQRX Comparison Chart
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RWIFX vs. VSQRX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. VSQRX (17.3M). RWIFX pays higher dividends than VSQRX: RWIFX (1.80) vs VSQRX (1.15). 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 : 6.69 vs. VSQRX (1.62). VSQRX return over 5 years is better than : 56.51 vs. RWIFX (47.37).
| 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 | 9.173 | 3.228 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 1.80 | 1.15 | 157% |
| Returns for 1 year | 6.69 | 1.62 | 413% |
| Returns for 3 years | 29.94 | 25.08 | 119% |
| Returns for 5 years | 47.37 | 56.51 | 84% |
| Returns for 10 years | 54.73 | N/A | - |
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