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VSQYX vs WGIFX
VSQYX vs WGIFX Comparison
Open Charts VSQYX vs WGIFX
Invesco MSCI World SRI Index Y
Price$17.00
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets17.04M
American Funds Capital World Gr&Inc F2
Price$67.01
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
VSQYX vs WGIFX Comparison Chart
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VSQYX 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 VSQYX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. VSQYX (17M). WGIFX pays higher dividends than VSQYX: WGIFX (1.86) vs VSQYX (1.58). VSQYX was incepted earlier than WGIFX: VSQYX (9 years) vs WGIFX (17 years). VSQYX (2.20) is less costly to investors than WGIFX (0.52). VSQYX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VSQYX: WGIFX (250) vs VSQYX (1000). WGIFX annual gain was more profitable for investors over the last year : 3.72 vs. VSQYX (0.58). VSQYX return over 5 years is better than : 72.71 vs. WGIFX (55.76).
| VSQYX | WGIFX | VSQYX / WGIFX | |
| Total Expense Ratio | 0.19 | 0.52 | 37% |
| Annual Report Gross Expense Ratio | 2.20 | 0.52 | 423% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 1.737 | 5.993 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17M | 128B | 0% |
| Annual Yield % from dividends | 1.58 | 1.86 | 85% |
| Returns for 1 year | 0.58 | 3.72 | 16% |
| Returns for 3 years | 29.64 | 30.82 | 96% |
| Returns for 5 years | 72.71 | 55.76 | 130% |
| Returns for 10 years | N/A | 45.41 | - |
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