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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
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 R
Price$18.46
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets7.34M
CWGFX vs VSQRX Comparison Chart in %
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CWGFX vs. VSQRX 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 VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. VSQRX (7.34M). CWGFX pays higher dividends than VSQRX: CWGFX (1.35) 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 : 10.73 vs. VSQRX (1.53). VSQRX return over 5 years is better than : 56.71 vs. CWGFX (50.48).
| 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 | 19.913 | 12.424 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.34M | 1,920,196% |
| Annual Yield % from dividends | 1.35 | 1.06 | 127% |
| Returns for 1 year | 10.73 | 1.53 | 703% |
| Returns for 3 years | 66.79 | 55.57 | 120% |
| Returns for 5 years | 50.48 | 56.71 | 89% |
| Returns for 10 years | 76.92 | N/A | - |
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