Interact to see
Advertisement
Advertisement
CWGCX vs VSQAX
CWGCX vs VSQAX Comparison
Open Charts CWGCX vs VSQAX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Invesco MSCI World SRI Index A
Price$18.48
Change-$0.38 (-2.01%)
VolumeN/A
Net Assets7.28M
CWGCX vs VSQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQAX commentary
Nov 14, 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 CWGCX is a StrongBuy and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. VSQAX (7.28M). VSQAX pays higher dividends than CWGCX: VSQAX (1.19) vs CWGCX (0.75). CWGCX was incepted earlier than VSQAX: CWGCX (25 years) vs VSQAX (9 years). VSQAX (2.00) is less costly to investors than CWGCX (1.49). VSQAX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQAX: CWGCX (250) vs VSQAX (1000). CWGCX annual gain was more profitable for investors over the last year : 14.15 vs. VSQAX (0.61). VSQAX return over 5 years is better than : 56.10 vs. CWGCX (43.67).
| CWGCX | VSQAX | CWGCX / VSQAX | |
| Total Expense Ratio | 1.49 | 0.45 | 331% |
| Annual Report Gross Expense Ratio | 1.49 | 2.00 | 75% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 22.663 | 13.958 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 7.28M | 1,979,109% |
| Annual Yield % from dividends | 0.75 | 1.19 | 63% |
| Returns for 1 year | 14.15 | 0.61 | 2,332% |
| Returns for 3 years | 52.93 | 44.63 | 119% |
| Returns for 5 years | 43.67 | 56.10 | 78% |
| Returns for 10 years | 80.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement