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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$75.87
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
Invesco MSCI World SRI Index R
Price$18.47
Change-$0.18 (-0.97%)
VolumeN/A
Net Assets7.02M
RWIFX vs VSQRX Comparison Chart in %
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RWIFX vs. VSQRX commentary
Oct 09, 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: 142B vs. VSQRX (7.02M). RWIFX pays higher dividends than VSQRX: RWIFX (1.64) vs VSQRX (1.06). 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 : 12.58 vs. VSQRX (4.21). VSQRX return over 5 years is better than : 59.60 vs. RWIFX (53.80).
| 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 | 20.903 | 13.581 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 7.02M | 2,023,945% |
| Annual Yield % from dividends | 1.64 | 1.06 | 154% |
| Returns for 1 year | 12.58 | 4.21 | 298% |
| Returns for 3 years | 70.62 | 60.30 | 117% |
| Returns for 5 years | 53.80 | 59.60 | 90% |
| Returns for 10 years | 80.85 | N/A | - |
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