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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$18.61
Change-$0.24 (-1.27%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.14
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
VSQAX vs WGIFX Comparison Chart
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VSQAX vs. WGIFX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. VSQAX (17.5M). WGIFX pays higher dividends than VSQAX: WGIFX (1.90) vs VSQAX (1.30). VSQAX was incepted earlier than WGIFX: VSQAX (8 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). VSQAX annual gain was more profitable for investors over the last year : 21.27 vs. WGIFX (19.40). VSQAX return over 5 years is better than : 64.76 vs. WGIFX (39.76).
| VSQAX | WGIFX | VSQAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 15.878 | 13.341 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 125B | 0% |
| Annual Yield % from dividends | 1.30 | 1.90 | 69% |
| Returns for 1 year | 21.27 | 19.40 | 110% |
| Returns for 3 years | 13.80 | 3.72 | 371% |
| Returns for 5 years | 64.76 | 39.76 | 163% |
| Returns for 10 years | N/A | 50.58 | - |
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