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VSQFX vs WGIFX
VSQFX vs WGIFX Comparison
Open Charts VSQFX vs WGIFX
Invesco MSCI World SRI Index R5
Price$17.13
Change+$0.16 (+0.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$64.59
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
VSQFX vs WGIFX Comparison Chart
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VSQFX vs. WGIFX commentary
Dec 25, 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 VSQFX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 126B vs. VSQFX (17.1M). WGIFX pays higher dividends than VSQFX: WGIFX (1.90) vs VSQFX (1.33). VSQFX was incepted earlier than WGIFX: VSQFX (8 years) vs WGIFX (16 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 : 9.75 vs. VSQFX (7.02). VSQFX return over 5 years is better than : 49.54 vs. WGIFX (30.71).
| VSQFX | WGIFX | VSQFX / 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 | 6.486 | 8.932 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1M | 126B | 0% |
| Annual Yield % from dividends | 1.33 | 1.90 | 70% |
| Returns for 1 year | 7.02 | 9.75 | 72% |
| Returns for 3 years | 5.64 | 6.15 | 92% |
| Returns for 5 years | 49.54 | 30.71 | 161% |
| Returns for 10 years | N/A | 45.89 | - |
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