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VSQFX vs WGIFX
VSQFX vs WGIFX Comparison
Open Charts VSQFX vs WGIFX
Invesco MSCI World SRI Index R5
Price$16.78
Change-$0.19 (-1.12%)
VolumeN/A
Net Assets17.01M
American Funds Capital World Gr&Inc F2
Price$66.05
Change-$0.19 (-0.29%)
VolumeN/A
Net Assets129.06B
VSQFX vs WGIFX Comparison Chart
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VSQFX vs. WGIFX commentary
Feb 01, 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 129B vs. VSQFX (17M). WGIFX pays higher dividends than VSQFX: WGIFX (1.90) vs VSQFX (1.33). VSQFX was incepted earlier than WGIFX: VSQFX (9 years) vs WGIFX (17 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. VSQFX (23.00). 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 : 11.83 vs. VSQFX (5.96). VSQFX return over 5 years is better than : 51.64 vs. WGIFX (37.03).
| VSQFX | WGIFX | VSQFX / 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 | 1.617 | 4.397 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17M | 129B | 0% |
| Annual Yield % from dividends | 1.33 | 1.90 | 70% |
| Returns for 1 year | 5.96 | 11.83 | 50% |
| Returns for 3 years | 12.67 | 13.86 | 91% |
| Returns for 5 years | 51.64 | 37.03 | 139% |
| Returns for 10 years | N/A | 51.14 | - |
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