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CWGFX vs VSQAX
CWGFX vs VSQAX Comparison
Open Charts CWGFX vs VSQAX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Invesco MSCI World SRI Index A
Price$18.48
Change-$0.38 (-2.01%)
VolumeN/A
Net Assets7.28M
CWGFX vs VSQAX Comparison Chart in %
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CWGFX vs. VSQAX commentary
Nov 14, 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 StrongBuy and VSQAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. VSQAX (7.28M). CWGFX pays higher dividends than VSQAX: CWGFX (1.32) vs VSQAX (1.19). 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 : 13.43 vs. VSQAX (0.61). VSQAX return over 5 years is better than : 56.10 vs. CWGFX (44.93).
| 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 | 21.141 | 13.958 | 151% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 7.28M | 1,979,109% |
| Annual Yield % from dividends | 1.32 | 1.19 | 111% |
| Returns for 1 year | 13.43 | 0.61 | 2,213% |
| Returns for 3 years | 54.01 | 44.63 | 121% |
| Returns for 5 years | 44.93 | 56.10 | 80% |
| Returns for 10 years | 80.29 | N/A | - |
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