Ad is loading...
VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$15.28
Change-$0.62 (-3.90%)
VolumeN/A
Net Assets16.31M
American Funds Capital World Gr&Inc F2
Price$61.57
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
VSQAX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSQAX vs. WGIFX commentary
Apr 05, 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: 123B vs. VSQAX (16.3M). 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 : 0.48 vs. VSQAX (-4.30). VSQAX return over 5 years is better than : 86.93 vs. WGIFX (69.67).
| 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 | -3.927 | 0.915 | -429% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3M | 123B | 0% |
| Annual Yield % from dividends | 1.41 | 1.87 | 75% |
| Returns for 1 year | -4.30 | 0.48 | -904% |
| Returns for 3 years | 4.62 | 12.14 | 38% |
| Returns for 5 years | 86.93 | 69.67 | 125% |
| Returns for 10 years | N/A | 42.22 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...