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RWIFX vs VSQSX
RWIFX vs VSQSX Comparison
Open Charts RWIFX vs VSQSX
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R6
Price$16.73
Change-$0.48 (-2.79%)
VolumeN/A
CapitalizationN/A
RWIFX vs VSQSX Comparison Chart
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RWIFX vs. VSQSX commentary
Dec 19, 2024
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 VSQSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. VSQSX (17.7M). RWIFX pays higher dividends than VSQSX: RWIFX (1.94) vs VSQSX (1.33). RWIFX was incepted earlier than VSQSX: RWIFX (23 years) vs VSQSX (8 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. VSQSX (23.00). RWIFX has a lower initial minimum investment than VSQSX: RWIFX (250) vs VSQSX (1000000). RWIFX annual gain was more profitable for investors over the last year : 12.33 vs. VSQSX (9.34). VSQSX return over 5 years is better than : 52.03 vs. RWIFX (33.65).
| RWIFX | VSQSX | RWIFX / VSQSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 10.727 | 7.992 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 17.7M | 683,616% |
| Annual Yield % from dividends | 1.94 | 1.33 | 146% |
| Returns for 1 year | 12.33 | 9.34 | 132% |
| Returns for 3 years | 10.56 | 10.14 | 104% |
| Returns for 5 years | 33.65 | 52.03 | 65% |
| Returns for 10 years | 49.13 | N/A | - |