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VSQFX vs WGIFX
VSQFX vs WGIFX Comparison
Open Charts VSQFX vs WGIFX
Invesco MSCI World SRI Index R5
Price$15.43
Change-$0.62 (-3.86%)
VolumeN/A
Net Assets16.31M
American Funds Capital World Gr&Inc F2
Price$61.57
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
VSQFX vs WGIFX Comparison Chart
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VSQFX vs. WGIFX commentary
Apr 04, 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: 123B vs. VSQFX (16.3M). 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 : 0.48 vs. VSQFX (-3.98). VSQFX return over 5 years is better than : 89.61 vs. WGIFX (69.67).
| 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 | -3.892 | 0.915 | -425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3M | 123B | 0% |
| Annual Yield % from dividends | 1.59 | 1.87 | 85% |
| Returns for 1 year | -3.98 | 0.48 | -837% |
| Returns for 3 years | 5.56 | 12.14 | 46% |
| Returns for 5 years | 89.61 | 69.67 | 129% |
| Returns for 10 years | N/A | 42.22 | - |
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