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VSQFX vs WGIFX
VSQFX vs WGIFX Comparison
Open Charts VSQFX vs WGIFX
Invesco MSCI World SRI Index R5
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.32M
American Funds Capital World Gr&Inc F2
Price$67.01
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
VSQFX vs WGIFX Comparison Chart
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VSQFX vs. WGIFX commentary
May 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 VSQFX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 130B vs. VSQFX (17.3M). WGIFX pays higher dividends than VSQFX: WGIFX (1.86) vs VSQFX (1.58). VSQFX was incepted earlier than WGIFX: VSQFX (9 years) vs WGIFX (17 years). VSQFX (2.08) is less costly to investors than WGIFX (0.52). VSQFX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VSQFX: WGIFX (250) vs VSQFX (1000000). WGIFX annual gain was more profitable for investors over the last year : 3.26 vs. VSQFX (1.94). VSQFX return over 5 years is better than : 75.66 vs. WGIFX (55.85).
| VSQFX | WGIFX | VSQFX / WGIFX | |
| Total Expense Ratio | 0.19 | 0.52 | 37% |
| Annual Report Gross Expense Ratio | 2.08 | 0.52 | 400% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 3.473 | 6.056 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 130B | 0% |
| Annual Yield % from dividends | 1.58 | 1.86 | 85% |
| Returns for 1 year | 1.94 | 3.26 | 59% |
| Returns for 3 years | 34.30 | 32.78 | 105% |
| Returns for 5 years | 75.66 | 55.85 | 135% |
| Returns for 10 years | N/A | 45.50 | - |
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