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CWGCX vs VSQRX
CWGCX vs VSQRX Comparison
Open Charts CWGCX vs VSQRX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Invesco MSCI World SRI Index R
Price$18.46
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets7.34M
CWGCX vs VSQRX Comparison Chart in %
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CWGCX vs. VSQRX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. VSQRX (7.34M). VSQRX pays higher dividends than CWGCX: VSQRX (1.06) vs CWGCX (0.77). 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 : 9.93 vs. VSQRX (1.53). VSQRX return over 5 years is better than : 56.71 vs. CWGCX (46.50).
| 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 | 19.298 | 12.424 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.34M | 1,920,196% |
| Annual Yield % from dividends | 0.77 | 1.06 | 72% |
| Returns for 1 year | 9.93 | 1.53 | 651% |
| Returns for 3 years | 63.56 | 55.57 | 114% |
| Returns for 5 years | 46.50 | 56.71 | 82% |
| Returns for 10 years | 72.19 | N/A | - |