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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
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 R
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets6.93M
CWGCX vs VSQRX Comparison Chart in %
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CWGCX vs. VSQRX commentary
Dec 28, 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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. VSQRX (6.93M). VSQRX pays higher dividends than CWGCX: VSQRX (1.06) 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 : 11.67 vs. VSQRX (-10.57). CWGCX return over 5 years is better than : 27.43 vs. VSQRX (18.74).
| 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 | 13.737 | -8.283 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.93M | 2,050,542% |
| Annual Yield % from dividends | 0.75 | 1.06 | 70% |
| Returns for 1 year | 11.67 | -10.57 | -110% |
| Returns for 3 years | 43.06 | 19.97 | 216% |
| Returns for 5 years | 27.43 | 18.74 | 146% |
| Returns for 10 years | 68.53 | N/A | - |
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