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$76.26
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets142.32B
Invesco MSCI World SRI Index R5
Price$18.92
Change+$0.14 (+0.75%)
VolumeN/A
Net Assets6.84M
CWGCX vs VSQFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQFX commentary
Dec 05, 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 VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. VSQFX (6.84M). VSQFX pays higher dividends than CWGCX: VSQFX (1.36) vs CWGCX (0.75). CWGCX was incepted earlier than VSQFX: CWGCX (25 years) vs VSQFX (9 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 : 12.16 vs. VSQFX (-0.53). VSQFX return over 5 years is better than : 52.06 vs. CWGCX (37.45).
| 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 | 9 years | - |
| Gain YTD | 22.215 | 13.293 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.84M | 2,076,023% |
| Annual Yield % from dividends | 0.75 | 1.36 | 55% |
| Returns for 1 year | 12.16 | -0.53 | -2,287% |
| Returns for 3 years | 47.61 | 40.88 | 116% |
| Returns for 5 years | 37.45 | 52.06 | 72% |
| Returns for 10 years | 76.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement