Interact to see
Advertisement
Advertisement
CWGCX vs VSQFX
CWGCX vs VSQFX Comparison
Open Charts CWGCX vs VSQFX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Invesco MSCI World SRI Index R5
Price$15.37
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.93M
CWGCX vs VSQFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQFX commentary
Dec 29, 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 Hold and VSQFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. VSQFX (6.93M). VSQFX pays higher dividends than CWGCX: VSQFX (1.36) vs CWGCX (0.75). CWGCX was incepted earlier than VSQFX: CWGCX (25 years) vs VSQFX (10 years). VSQFX (1.64) is less costly to investors than CWGCX (1.49). VSQFX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQFX: CWGCX (250) vs VSQFX (1000000). CWGCX annual gain was more profitable for investors over the last year : 11.67 vs. VSQFX (-10.22). CWGCX return over 5 years is better than : 27.43 vs. VSQFX (21.79).
| CWGCX | VSQFX | CWGCX / VSQFX | |
| Total Expense Ratio | 1.49 | 0.20 | 745% |
| Annual Report Gross Expense Ratio | 1.49 | 1.64 | 91% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 13.737 | -7.964 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.93M | 2,050,542% |
| Annual Yield % from dividends | 0.75 | 1.36 | 55% |
| Returns for 1 year | 11.67 | -10.22 | -114% |
| Returns for 3 years | 43.06 | 21.86 | 197% |
| Returns for 5 years | 27.43 | 21.79 | 126% |
| Returns for 10 years | 68.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RDIV | 52.44 | 0.07 | +0.13% |
| Invesco S&P Ultra Dividend Revenue ETF | |||
| VNQ | 88.86 | 0.10 | +0.11% |
| Vanguard Real Estate ETF | |||
| BCHP | 37.90 | 0.03 | +0.08% |
| Principal Focused Blue Chip ETF | |||
| MINN | 22.52 | -0.02 | -0.08% |
| Mairs & Power Minnesota Municipal Bd ETF | |||
| PBFR | 29.26 | -0.02 | -0.08% |
| PGIM Laddered S&P 500 Buffer 20 ETF | |||