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RWIFX vs VSQSX
RWIFX vs VSQSX Comparison
Open Charts RWIFX vs VSQSX
American Funds Capital World Gr&Inc R5
Price$61.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
Invesco MSCI World SRI Index R6
Price$15.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets15.42M
RWIFX vs VSQSX Comparison Chart
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RWIFX vs. VSQSX commentary
Apr 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 Buy and VSQSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. VSQSX (15.4M). RWIFX pays higher dividends than VSQSX: RWIFX (1.93) vs VSQSX (1.59). 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 : -0.63 vs. VSQSX (-5.09). VSQSX return over 5 years is better than : 58.45 vs. RWIFX (45.08).
| 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 | -3.651 | -9.042 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 15.4M | 759,740% |
| Annual Yield % from dividends | 1.93 | 1.59 | 121% |
| Returns for 1 year | -0.63 | -5.09 | 12% |
| Returns for 3 years | 11.73 | 5.60 | 209% |
| Returns for 5 years | 45.08 | 58.45 | 77% |
| Returns for 10 years | 34.19 | N/A | - |
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