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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$71.68
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Invesco MSCI World SRI Index A
Price$15.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.91M
CWGFX vs VSQAX Comparison Chart in %
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CWGFX vs. VSQAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQAX (6.91M). CWGFX pays higher dividends than VSQAX: CWGFX (1.31) 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 : 12.25 vs. VSQAX (-10.59). CWGFX return over 5 years is better than : 30.86 vs. VSQAX (20.10).
| 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 | 14.270 | -8.218 | -174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.91M | 2,054,101% |
| Annual Yield % from dividends | 1.31 | 1.21 | 109% |
| Returns for 1 year | 12.25 | -10.59 | -116% |
| Returns for 3 years | 45.89 | 20.11 | 228% |
| Returns for 5 years | 30.86 | 20.10 | 154% |
| Returns for 10 years | 74.27 | N/A | - |
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