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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
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 Y
Price$18.69
Change-$0.37 (-1.94%)
VolumeN/A
Net Assets7.28M
CWGFX vs VSQYX Comparison Chart in %
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CWGFX vs. VSQYX 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 VSQYX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. VSQYX (7.28M). VSQYX (1.34) and CWGFX (1.32) have matching dividends . CWGFX was incepted earlier than VSQYX: CWGFX (25 years) vs VSQYX (9 years). VSQYX (1.75) is less costly to investors than CWGFX (0.80). VSQYX is a more actively managed with annual turnover of: 32.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VSQYX: CWGFX (250) vs VSQYX (1000). CWGFX annual gain was more profitable for investors over the last year : 14.99 vs. VSQYX (0.94). VSQYX return over 5 years is better than : 58.13 vs. CWGFX (47.60).
| CWGFX | VSQYX | CWGFX / VSQYX | |
| Total Expense Ratio | 0.80 | 0.20 | 400% |
| Annual Report Gross Expense Ratio | 0.80 | 1.75 | 46% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 23.373 | 14.132 | 165% |
| 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 | 1.34 | 98% |
| Returns for 1 year | 14.99 | 0.94 | 1,601% |
| Returns for 3 years | 55.97 | 45.86 | 122% |
| Returns for 5 years | 47.60 | 58.13 | 82% |
| Returns for 10 years | 85.73 | N/A | - |