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RWIFX vs VSQSX
RWIFX vs VSQSX Comparison
Open Charts RWIFX vs VSQSX
American Funds Capital World Gr&Inc R5
Price$66.36
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Invesco MSCI World SRI Index R6
Price$16.97
Change+$0.18 (+1.07%)
VolumeN/A
Net Assets16.83M
RWIFX vs VSQSX Comparison Chart
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RWIFX vs. VSQSX commentary
Jan 31, 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 VSQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. VSQSX (16.8M). RWIFX pays higher dividends than VSQSX: RWIFX (1.94) vs VSQSX (1.33). RWIFX was incepted earlier than VSQSX: RWIFX (23 years) vs VSQSX (9 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 : 11.89 vs. VSQSX (5.96). VSQSX return over 5 years is better than : 51.64 vs. RWIFX (37.26).
| RWIFX | VSQSX | RWIFX / VSQSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.405 | 1.617 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 16.8M | 761,905% |
| Annual Yield % from dividends | 1.94 | 1.33 | 146% |
| Returns for 1 year | 11.89 | 5.96 | 199% |
| Returns for 3 years | 14.01 | 12.67 | 111% |
| Returns for 5 years | 37.26 | 51.64 | 72% |
| Returns for 10 years | 51.50 | N/A | - |