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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Invesco MSCI World SRI Index A
Price$18.64
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets7.34M
CWGFX vs VSQAX Comparison Chart in %
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CWGFX vs. VSQAX 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 CWGFX is a Hold and VSQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. VSQAX (7.34M). CWGFX pays higher dividends than VSQAX: CWGFX (1.35) vs VSQAX (1.21). CWGFX was incepted earlier than VSQAX: CWGFX (25 years) vs VSQAX (9 years). VSQAX (2.00) is less costly to investors than CWGFX (0.80). VSQAX is a more actively managed with annual turnover of: 32.00 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 : 10.73 vs. VSQAX (1.85). VSQAX return over 5 years is better than : 58.70 vs. CWGFX (50.48).
| 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 | 9 years | - |
| Gain YTD | 19.913 | 12.628 | 158% |
| Front Load | N/A | 6% | - |
| 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 | 1.35 | 1.21 | 112% |
| Returns for 1 year | 10.73 | 1.85 | 581% |
| Returns for 3 years | 66.79 | 56.77 | 118% |
| Returns for 5 years | 50.48 | 58.70 | 86% |
| Returns for 10 years | 76.92 | N/A | - |
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