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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$17.23
Change+$0.12 (+0.70%)
VolumeN/A
Net Assets17.27M
American Funds Capital World Gr&Inc F2
Price$69.00
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
VSQAX vs WGIFX Comparison Chart
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VSQAX vs. WGIFX commentary
Jun 07, 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: 131B vs. VSQAX (17.3M). WGIFX pays higher dividends than VSQAX: WGIFX (1.75) vs VSQAX (1.31). 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 : 6.62 vs. VSQAX (2.02). VSQAX return over 5 years is better than : 58.52 vs. WGIFX (47.06).
| 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 | 3.384 | 9.140 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 131B | 0% |
| Annual Yield % from dividends | 1.31 | 1.75 | 75% |
| Returns for 1 year | 2.02 | 6.62 | 30% |
| Returns for 3 years | 26.20 | 29.76 | 88% |
| Returns for 5 years | 58.52 | 47.06 | 124% |
| Returns for 10 years | N/A | 54.32 | - |
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