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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$16.86
Change-$0.31 (-1.81%)
VolumeN/A
Net Assets17.03M
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
VSQAX vs WGIFX Comparison Chart
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VSQAX vs. WGIFX commentary
Feb 23, 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. VSQAX (17M). WGIFX pays higher dividends than VSQAX: WGIFX (1.90) vs VSQAX (1.30). VSQAX was incepted earlier than WGIFX: VSQAX (9 years) vs WGIFX (17 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. VSQAX (23.00). 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 : 7.35 vs. VSQAX (4.40). VSQAX return over 5 years is better than : 49.14 vs. WGIFX (33.63).
| VSQAX | WGIFX | VSQAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 3.746 | 4.350 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17M | 128B | 0% |
| Annual Yield % from dividends | 1.30 | 1.90 | 69% |
| Returns for 1 year | 4.40 | 7.35 | 60% |
| Returns for 3 years | 19.30 | 17.14 | 113% |
| Returns for 5 years | 49.14 | 33.63 | 146% |
| Returns for 10 years | N/A | 45.71 | - |
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