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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$17.67
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets17.88M
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
VSQAX vs WGIFX Comparison Chart in %
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VSQAX vs. WGIFX commentary
Aug 08, 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 Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. VSQAX (17.9M). WGIFX pays higher dividends than VSQAX: WGIFX (1.67) vs VSQAX (1.27). 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 : 16.06 vs. VSQAX (7.60). VSQAX return over 5 years is better than : 56.56 vs. WGIFX (47.18).
| 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 | 6.344 | 13.360 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9M | 135B | 0% |
| Annual Yield % from dividends | 1.27 | 1.67 | 76% |
| Returns for 1 year | 7.60 | 16.06 | 47% |
| Returns for 3 years | 29.90 | 43.78 | 68% |
| Returns for 5 years | 56.56 | 47.18 | 120% |
| Returns for 10 years | N/A | 61.41 | - |
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