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VSQFX vs WGIFX
VSQFX vs WGIFX Comparison
Open Charts VSQFX vs WGIFX
Invesco MSCI World SRI Index R5
Price$15.83
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets15.95M
American Funds Capital World Gr&Inc F2
Price$63.35
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.98B
VSQFX vs WGIFX Comparison Chart
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VSQFX vs. WGIFX commentary
Apr 28, 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: 122B vs. VSQFX (16M). WGIFX pays higher dividends than VSQFX: WGIFX (1.87) vs VSQFX (1.59). 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 : 2.51 vs. VSQFX (-2.06). VSQFX return over 5 years is better than : 67.55 vs. WGIFX (53.10).
| 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 | -5.210 | 0.203 | -2,562% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 122B | 0% |
| Annual Yield % from dividends | 1.59 | 1.87 | 85% |
| Returns for 1 year | -2.06 | 2.51 | -82% |
| Returns for 3 years | 15.33 | 23.17 | 66% |
| Returns for 5 years | 67.55 | 53.10 | 127% |
| Returns for 10 years | N/A | 37.81 | - |
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