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RWIFX vs VSQSX
RWIFX vs VSQSX Comparison
Open Charts RWIFX vs VSQSX
American Funds Capital World Gr&Inc R5
Price$63.52
Change-$0.18 (-0.28%)
VolumeN/A
Net Assets122.79B
Invesco MSCI World SRI Index R6
Price$15.69
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets15.73M
RWIFX vs VSQSX Comparison Chart
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RWIFX vs. VSQSX commentary
Mar 12, 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 Hold and VSQSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. VSQSX (15.7M). RWIFX pays higher dividends than VSQSX: RWIFX (1.86) vs VSQSX (1.51). RWIFX was incepted earlier than VSQSX: RWIFX (23 years) vs VSQSX (9 years). VSQSX (2.08) is less costly to investors than RWIFX (0.46). VSQSX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). 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 : 1.88 vs. VSQSX (-5.46). VSQSX return over 5 years is better than : 83.95 vs. RWIFX (70.35).
| RWIFX | VSQSX | RWIFX / VSQSX | |
| Total Expense Ratio | 0.46 | 0.19 | 242% |
| Annual Report Gross Expense Ratio | 0.46 | 2.08 | 22% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.313 | -6.048 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 15.7M | 783,439% |
| Annual Yield % from dividends | 1.86 | 1.51 | 123% |
| Returns for 1 year | 1.88 | -5.46 | -34% |
| Returns for 3 years | 20.30 | 13.29 | 153% |
| Returns for 5 years | 70.35 | 83.95 | 84% |
| Returns for 10 years | 45.79 | N/A | - |
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