Interact to see
Advertisement
Advertisement
CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
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 R
Price$18.30
Change-$0.37 (-1.98%)
VolumeN/A
Net Assets7.28M
CWGFX vs VSQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. VSQRX 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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. VSQRX (7.28M). CWGFX pays higher dividends than VSQRX: CWGFX (1.32) vs VSQRX (1.05). 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 : 13.43 vs. VSQRX (0.28). VSQRX return over 5 years is better than : 53.95 vs. CWGFX (44.93).
| 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 | 21.141 | 13.703 | 154% |
| 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 | 1.05 | 126% |
| Returns for 1 year | 13.43 | 0.28 | 4,769% |
| Returns for 3 years | 54.01 | 43.48 | 124% |
| Returns for 5 years | 44.93 | 53.95 | 83% |
| Returns for 10 years | 80.29 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement