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CWGFX vs VSQRX
CWGFX vs VSQRX Comparison
Open Charts CWGFX vs VSQRX
American Funds Capital World Gr&Inc F1
Price$74.38
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Invesco MSCI World SRI Index R
Price$14.98
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets6.44M
CWGFX vs VSQRX Comparison Chart in %
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CWGFX vs. VSQRX commentary
Feb 05, 2026
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 Buy and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQRX (6.44M). VSQRX pays higher dividends than CWGFX: VSQRX (3.96) vs CWGFX (1.41). CWGFX was incepted earlier than VSQRX: CWGFX (25 years) vs VSQRX (10 years). VSQRX (2.25) is less costly to investors than CWGFX (0.80). VSQRX is a more actively managed with annual turnover of: 29.00 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 : 14.51 vs. VSQRX (-4.79). CWGFX return over 5 years is better than : 28.96 vs. VSQRX (17.57).
| 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 | 10 years | - |
| Gain YTD | 4.349 | 1.011 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.44M | 2,205,654% |
| Annual Yield % from dividends | 1.41 | 3.96 | 36% |
| Returns for 1 year | 14.51 | -4.79 | -303% |
| Returns for 3 years | 42.23 | 13.64 | 310% |
| Returns for 5 years | 28.96 | 17.57 | 165% |
| Returns for 10 years | 98.72 | N/A | - |
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