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CWGCX vs VSQYX
CWGCX vs VSQYX Comparison
Open Charts CWGCX vs VSQYX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Invesco MSCI World SRI Index Y
Price$18.85
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets7.3M
CWGCX vs VSQYX Comparison Chart in %
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CWGCX vs. VSQYX commentary
Oct 18, 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 VSQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. VSQYX (7.3M). VSQYX pays higher dividends than CWGCX: VSQYX (1.36) vs CWGCX (0.77). CWGCX was incepted earlier than VSQYX: CWGCX (25 years) vs VSQYX (9 years). VSQYX (1.75) is less costly to investors than CWGCX (1.49). VSQYX is a more actively managed with annual turnover of: 32.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VSQYX: CWGCX (250) vs VSQYX (1000). CWGCX annual gain was more profitable for investors over the last year : 9.93 vs. VSQYX (2.17). VSQYX return over 5 years is better than : 60.97 vs. CWGCX (46.50).
| CWGCX | VSQYX | CWGCX / VSQYX | |
| Total Expense Ratio | 1.49 | 0.20 | 745% |
| Annual Report Gross Expense Ratio | 1.49 | 1.75 | 85% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.298 | 12.874 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.3M | 1,931,242% |
| Annual Yield % from dividends | 0.77 | 1.36 | 56% |
| Returns for 1 year | 9.93 | 2.17 | 458% |
| Returns for 3 years | 63.56 | 58.24 | 109% |
| Returns for 5 years | 46.50 | 60.97 | 76% |
| Returns for 10 years | 72.19 | N/A | - |
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