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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Invesco MSCI World SRI Index Y
Price$18.85
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets7.3M
CWGFX vs VSQYX Comparison Chart in %
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CWGFX vs. VSQYX commentary
Oct 18, 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 VSQYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. VSQYX (7.3M). VSQYX (1.36) and CWGFX (1.35) 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 : 10.73 vs. VSQYX (2.17). VSQYX return over 5 years is better than : 60.97 vs. CWGFX (50.48).
| 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 | 19.913 | 12.874 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.3M | 1,931,242% |
| Annual Yield % from dividends | 1.35 | 1.36 | 99% |
| Returns for 1 year | 10.73 | 2.17 | 494% |
| Returns for 3 years | 66.79 | 58.24 | 115% |
| Returns for 5 years | 50.48 | 60.97 | 83% |
| Returns for 10 years | 76.92 | N/A | - |
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