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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
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 R
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets6.93M
CWGFX vs VSQRX Comparison Chart in %
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CWGFX vs. VSQRX commentary
Dec 28, 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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQRX (6.93M). CWGFX pays higher dividends than VSQRX: CWGFX (1.31) vs VSQRX (1.06). CWGFX was incepted earlier than VSQRX: CWGFX (25 years) vs VSQRX (9 years). VSQRX (2.25) is less costly to investors than CWGFX (0.80). VSQRX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQRX: CWGFX (250) vs VSQRX (1000). CWGFX annual gain was more profitable for investors over the last year : 12.34 vs. VSQRX (-10.57). CWGFX return over 5 years is better than : 31.00 vs. VSQRX (18.74).
| CWGFX | VSQRX | CWGFX / VSQRX | |
| Total Expense Ratio | 0.80 | 0.70 | 114% |
| Annual Report Gross Expense Ratio | 0.80 | 2.25 | 36% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 14.398 | -8.283 | -174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.93M | 2,050,542% |
| Annual Yield % from dividends | 1.31 | 1.06 | 123% |
| Returns for 1 year | 12.34 | -10.57 | -117% |
| Returns for 3 years | 46.00 | 19.97 | 230% |
| Returns for 5 years | 31.00 | 18.74 | 165% |
| Returns for 10 years | 73.31 | N/A | - |
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