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VSQYX vs WGIFX
VSQYX vs WGIFX Comparison
Open Charts VSQYX vs WGIFX
Invesco MSCI World SRI Index Y
Price$17.08
Change+$0.19 (+1.12%)
VolumeN/A
Net Assets17.12M
American Funds Capital World Gr&Inc F2
Price$64.76
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
VSQYX vs WGIFX Comparison Chart
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VSQYX vs. WGIFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. VSQYX (17.1M). WGIFX pays higher dividends than VSQYX: WGIFX (1.90) vs VSQYX (1.33). VSQYX was incepted earlier than WGIFX: VSQYX (9 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 : 11.21 vs. VSQYX (8.05). VSQYX return over 5 years is better than : 47.14 vs. WGIFX (28.69).
| VSQYX | WGIFX | VSQYX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 2.275 | 2.065 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1M | 127B | 0% |
| Annual Yield % from dividends | 1.33 | 1.90 | 70% |
| Returns for 1 year | 8.05 | 11.21 | 72% |
| Returns for 3 years | 10.59 | 9.14 | 116% |
| Returns for 5 years | 47.14 | 28.69 | 164% |
| Returns for 10 years | N/A | 49.01 | - |