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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$15.54
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets15.62M
American Funds Capital World Gr&Inc F2
Price$63.03
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
VSQAX vs WGIFX Comparison Chart
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VSQAX vs. WGIFX commentary
Apr 25, 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 VSQAX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 119B vs. VSQAX (15.6M). WGIFX pays higher dividends than VSQAX: WGIFX (1.87) vs VSQAX (1.41). VSQAX was incepted earlier than WGIFX: VSQAX (9 years) vs WGIFX (17 years). VSQAX (2.45) is less costly to investors than WGIFX (0.52). VSQAX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VSQAX: WGIFX (250) vs VSQAX (1000). WGIFX annual gain was more profitable for investors over the last year : 1.70 vs. VSQAX (-5.39). VSQAX return over 5 years is better than : 60.97 vs. WGIFX (52.33).
| VSQAX | WGIFX | VSQAX / WGIFX | |
| Total Expense Ratio | 0.44 | 0.52 | 85% |
| Annual Report Gross Expense Ratio | 2.45 | 0.52 | 471% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -7.734 | -0.303 | 2,554% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 119B | 0% |
| Annual Yield % from dividends | 1.41 | 1.87 | 75% |
| Returns for 1 year | -5.39 | 1.70 | -317% |
| Returns for 3 years | 7.97 | 19.22 | 41% |
| Returns for 5 years | 60.97 | 52.33 | 117% |
| Returns for 10 years | N/A | 36.97 | - |
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