Ad is loading...
RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$62.15
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
Invesco MSCI World SRI Index R
Price$15.14
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets15.42M
RWIFX vs VSQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. VSQRX commentary
Apr 24, 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: 118B vs. VSQRX (15.4M). 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 : -1.15 vs. VSQRX (-6.67). VSQRX return over 5 years is better than : 56.72 vs. RWIFX (48.26).
| 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 | -3.145 | -9.013 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 15.4M | 766,234% |
| Annual Yield % from dividends | 1.93 | 1.24 | 156% |
| Returns for 1 year | -1.15 | -6.67 | 17% |
| Returns for 3 years | 15.61 | 5.88 | 265% |
| Returns for 5 years | 48.26 | 56.72 | 85% |
| Returns for 10 years | 33.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...