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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Invesco MSCI World SRI Index R
Price$16.79
Change+$0.18 (+1.08%)
VolumeN/A
Net Assets17.12M
RWIFX vs VSQRX Comparison Chart
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RWIFX vs. VSQRX commentary
Jan 19, 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 StrongBuy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. VSQRX (17.1M). RWIFX pays higher dividends than VSQRX: RWIFX (1.94) vs VSQRX (1.28). RWIFX was incepted earlier than VSQRX: RWIFX (23 years) vs VSQRX (9 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 : 11.29 vs. VSQRX (7.34). VSQRX return over 5 years is better than : 43.22 vs. RWIFX (28.93).
| RWIFX | VSQRX | RWIFX / VSQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.077 | 2.253 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 17.1M | 742,690% |
| Annual Yield % from dividends | 1.94 | 1.28 | 152% |
| Returns for 1 year | 11.29 | 7.34 | 154% |
| Returns for 3 years | 9.29 | 8.75 | 106% |
| Returns for 5 years | 28.93 | 43.22 | 67% |
| Returns for 10 years | 49.38 | N/A | - |
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