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CWGFX vs VSQCX
CWGFX vs VSQCX Comparison
Open Charts CWGFX vs VSQCX
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 C
Price$17.98
Change-$0.36 (-1.96%)
VolumeN/A
Net Assets7.28M
CWGFX vs VSQCX Comparison Chart in %
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CWGFX vs. VSQCX 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 VSQCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. VSQCX (7.28M). CWGFX pays higher dividends than VSQCX: CWGFX (1.32) vs VSQCX (0.72). CWGFX was incepted earlier than VSQCX: CWGFX (25 years) vs VSQCX (9 years). VSQCX (2.75) is less costly to investors than CWGFX (0.80). VSQCX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQCX: CWGFX (250) vs VSQCX (1000). CWGFX annual gain was more profitable for investors over the last year : 14.99 vs. VSQCX (-0.31). VSQCX (49.95) and CWGFX (47.60) have equivalent 5 years return.
| CWGFX | VSQCX | CWGFX / VSQCX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 2.75 | 29% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 23.373 | 13.140 | 178% |
| Front Load | N/A | N/A | - |
| 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 | 0.72 | 184% |
| Returns for 1 year | 14.99 | -0.31 | -4,828% |
| Returns for 3 years | 55.97 | 41.17 | 136% |
| Returns for 5 years | 47.60 | 49.95 | 95% |
| Returns for 10 years | 85.73 | N/A | - |
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