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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$63.92
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
Invesco MSCI World SRI Index R
Price$15.77
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets16.19M
RWIFX vs VSQRX Comparison Chart
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RWIFX vs. VSQRX commentary
Apr 03, 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: 123B vs. VSQRX (16.2M). RWIFX pays higher dividends than VSQRX: RWIFX (1.93) vs VSQRX (1.24). 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 : 1.17 vs. VSQRX (-5.22). VSQRX return over 5 years is better than : 83.34 vs. RWIFX (70.05).
| 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 | 0.945 | -4.689 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 16.2M | 759,259% |
| Annual Yield % from dividends | 1.93 | 1.24 | 156% |
| Returns for 1 year | 1.17 | -5.22 | -22% |
| Returns for 3 years | 13.29 | 3.89 | 341% |
| Returns for 5 years | 70.05 | 83.34 | 84% |
| Returns for 10 years | 43.64 | N/A | - |
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