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VSQYX vs WGIFX
VSQYX vs WGIFX Comparison
Open Charts VSQYX vs WGIFX
Invesco MSCI World SRI Index Y
Price$16.73
Change-$0.48 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$63.54
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
VSQYX vs WGIFX Comparison Chart
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VSQYX vs. WGIFX commentary
Dec 19, 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 VSQYX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 121B vs. VSQYX (17.7M). WGIFX pays higher dividends than VSQYX: WGIFX (1.90) vs VSQYX (1.33). VSQYX was incepted earlier than WGIFX: VSQYX (8 years) vs WGIFX (16 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. VSQYX (23.00). 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 : 12.27 vs. VSQYX (9.34). VSQYX return over 5 years is better than : 52.02 vs. WGIFX (33.40).
| VSQYX | WGIFX | VSQYX / 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 | 7.992 | 10.665 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7M | 121B | 0% |
| Annual Yield % from dividends | 1.33 | 1.90 | 70% |
| Returns for 1 year | 9.34 | 12.27 | 76% |
| Returns for 3 years | 10.14 | 10.44 | 97% |
| Returns for 5 years | 52.02 | 33.40 | 156% |
| Returns for 10 years | N/A | 48.79 | - |
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