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RWIFX vs VSQSX
RWIFX vs VSQSX Comparison
Open Charts RWIFX vs VSQSX
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
Invesco MSCI World SRI Index R6
Price$18.79
Change-$0.24 (-1.26%)
VolumeN/A
CapitalizationN/A
RWIFX vs VSQSX Comparison Chart
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RWIFX vs. VSQSX commentary
Nov 18, 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 Sell and VSQSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. VSQSX (17.5M). 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). VSQSX annual gain was more profitable for investors over the last year : 21.62 vs. RWIFX (19.46). VSQSX return over 5 years is better than : 66.93 vs. RWIFX (39.97).
| 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 | 13.399 | 16.203 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 17.5M | 714,286% |
| Annual Yield % from dividends | 1.94 | 1.33 | 146% |
| Returns for 1 year | 19.46 | 21.62 | 90% |
| Returns for 3 years | 3.86 | 14.74 | 26% |
| Returns for 5 years | 39.97 | 66.93 | 60% |
| Returns for 10 years | 50.91 | N/A | - |
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