Interact to see
Advertisement
Advertisement
CWGFX vs VSQFX
CWGFX vs VSQFX Comparison
Open Charts CWGFX vs VSQFX
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 R5
Price$18.84
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets7.34M
CWGFX vs VSQFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VSQFX 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 VSQFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. VSQFX (7.34M). VSQFX (1.36) and CWGFX (1.35) have matching dividends . CWGFX was incepted earlier than VSQFX: CWGFX (25 years) vs VSQFX (9 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 : 10.73 vs. VSQFX (2.17). VSQFX return over 5 years is better than : 60.89 vs. CWGFX (50.48).
| 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 | 9 years | - |
| Gain YTD | 19.913 | 12.814 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.34M | 1,920,196% |
| Annual Yield % from dividends | 1.35 | 1.36 | 99% |
| Returns for 1 year | 10.73 | 2.17 | 494% |
| Returns for 3 years | 66.79 | 58.16 | 115% |
| Returns for 5 years | 50.48 | 60.89 | 83% |
| Returns for 10 years | 76.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement