Interact to see
Advertisement
Advertisement
CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Invesco MSCI World SRI Index A
Price$15.23
Change-$3.49 (-18.64%)
VolumeN/A
Net Assets6.59M
CWGFX vs VSQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VSQAX commentary
Feb 05, 2026
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 CWGFX is a Buy and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQAX (6.59M). VSQAX pays higher dividends than CWGFX: VSQAX (4.17) vs CWGFX (1.41). CWGFX was incepted earlier than VSQAX: CWGFX (25 years) vs VSQAX (10 years). VSQAX (2.00) is less costly to investors than CWGFX (0.80). VSQAX is a more actively managed with annual turnover of: 29.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQAX: CWGFX (250) vs VSQAX (1000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. VSQAX (-3.24). CWGFX return over 5 years is better than : 30.54 vs. VSQAX (20.48).
| CWGFX | VSQAX | CWGFX / VSQAX | |
| Total Expense Ratio | 0.80 | 0.45 | 178% |
| Annual Report Gross Expense Ratio | 0.80 | 2.00 | 40% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 4.924 | 1.669 | 295% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.59M | 2,153,799% |
| Annual Yield % from dividends | 1.41 | 4.17 | 34% |
| Returns for 1 year | 16.18 | -3.24 | -500% |
| Returns for 3 years | 43.02 | 15.50 | 278% |
| Returns for 5 years | 30.54 | 20.48 | 149% |
| Returns for 10 years | 99.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MBS | 8.75 | 0.01 | +0.06% |
| Angel Oak Mortgage-Backed Securities ETF | |||
| XBIL | 50.06 | 0.01 | +0.02% |
| F/m US Treasury 6 Month Bill ETF | |||
| IYW | 199.62 | N/A | N/A |
| iShares US Technology ETF | |||
| BCIM | 21.36 | N/A | N/A |
| abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF | |||
| UXJA | 34.85 | -0.33 | -0.93% |
| FT Vest U.S. Eq Uncppd Acceler ETF - Jan | |||