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CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Invesco MSCI World SRI Index R5
Price$15.37
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.93M
CWGFX vs VSQFX Comparison Chart in %
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CWGFX vs. VSQFX commentary
Dec 29, 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 VSQFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQFX (6.93M). VSQFX (1.36) and CWGFX (1.31) have matching dividends . CWGFX was incepted earlier than VSQFX: CWGFX (25 years) vs VSQFX (10 years). VSQFX (1.64) is less costly to investors than CWGFX (0.80). VSQFX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQFX: CWGFX (250) vs VSQFX (1000000). CWGFX annual gain was more profitable for investors over the last year : 12.34 vs. VSQFX (-10.22). CWGFX return over 5 years is better than : 31.00 vs. VSQFX (21.79).
| CWGFX | VSQFX | CWGFX / VSQFX | |
| Total Expense Ratio | 0.80 | 0.20 | 400% |
| Annual Report Gross Expense Ratio | 0.80 | 1.64 | 49% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 14.398 | -7.964 | -181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.93M | 2,050,542% |
| Annual Yield % from dividends | 1.31 | 1.36 | 96% |
| Returns for 1 year | 12.34 | -10.22 | -121% |
| Returns for 3 years | 46.00 | 21.86 | 210% |
| Returns for 5 years | 31.00 | 21.79 | 142% |
| Returns for 10 years | 73.31 | N/A | - |