Ad is loading...
VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$16.92
Change+$0.18 (+1.08%)
VolumeN/A
Net Assets17.12M
American Funds Capital World Gr&Inc F2
Price$64.76
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
VSQAX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSQAX vs. WGIFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. VSQAX (17.1M). WGIFX pays higher dividends than VSQAX: WGIFX (1.90) vs VSQAX (1.30). VSQAX was incepted earlier than WGIFX: VSQAX (9 years) vs WGIFX (16 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 : 11.21 vs. VSQAX (7.66). VSQAX return over 5 years is better than : 45.09 vs. WGIFX (28.69).
| VSQAX | WGIFX | VSQAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 2.236 | 2.065 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1M | 127B | 0% |
| Annual Yield % from dividends | 1.30 | 1.90 | 69% |
| Returns for 1 year | 7.66 | 11.21 | 68% |
| Returns for 3 years | 9.60 | 9.14 | 105% |
| Returns for 5 years | 45.09 | 28.69 | 157% |
| Returns for 10 years | N/A | 49.01 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers