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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
Invesco MSCI World SRI Index Y
Price$18.92
Change+$0.14 (+0.75%)
VolumeN/A
Net Assets6.84M
CWGFX vs VSQYX Comparison Chart in %
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CWGFX vs. VSQYX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQYX (6.84M). VSQYX (1.36) and CWGFX (1.31) 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 : 12.58 vs. VSQYX (-1.58). VSQYX return over 5 years is better than : 51.39 vs. CWGFX (41.11).
| 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 | 21.970 | 12.036 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.84M | 2,076,023% |
| Annual Yield % from dividends | 1.31 | 1.36 | 97% |
| Returns for 1 year | 12.58 | -1.58 | -794% |
| Returns for 3 years | 49.31 | 39.32 | 125% |
| Returns for 5 years | 41.11 | 51.39 | 80% |
| Returns for 10 years | 79.52 | N/A | - |
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