Interact to see
Advertisement
Advertisement
CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
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 R
Price$18.30
Change-$0.37 (-1.98%)
VolumeN/A
Net Assets7.28M
CWGCX vs VSQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. VSQRX 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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. VSQRX (7.28M). VSQRX pays higher dividends than CWGCX: VSQRX (1.05) vs CWGCX (0.75). CWGCX was incepted earlier than VSQRX: CWGCX (25 years) vs VSQRX (9 years). VSQRX (2.25) is less costly to investors than CWGCX (1.49). VSQRX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQRX: CWGCX (250) vs VSQRX (1000). CWGCX annual gain was more profitable for investors over the last year : 14.15 vs. VSQRX (0.28). VSQRX return over 5 years is better than : 53.95 vs. CWGCX (43.67).
| CWGCX | VSQRX | CWGCX / VSQRX | |
| Total Expense Ratio | 1.49 | 0.70 | 213% |
| Annual Report Gross Expense Ratio | 1.49 | 2.25 | 66% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 22.663 | 13.703 | 165% |
| Front Load | N/A | N/A | - |
| 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 | 1.05 | 72% |
| Returns for 1 year | 14.15 | 0.28 | 5,026% |
| Returns for 3 years | 52.93 | 43.48 | 122% |
| Returns for 5 years | 43.67 | 53.95 | 81% |
| Returns for 10 years | 80.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement