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CWGFX vs VSQYX
CWGFX vs VSQYX Comparison
Open Charts CWGFX vs VSQYX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Invesco MSCI World SRI Index Y
Price$15.41
Change-$3.51 (-18.55%)
VolumeN/A
Net Assets6.52M
CWGFX vs VSQYX Comparison Chart in %
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CWGFX vs. VSQYX 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 VSQYX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. VSQYX (6.52M). VSQYX pays higher dividends than CWGFX: VSQYX (4.38) vs CWGFX (1.41). CWGFX was incepted earlier than VSQYX: CWGFX (25 years) vs VSQYX (10 years). VSQYX (1.75) is less costly to investors than CWGFX (0.80). VSQYX is a more actively managed with annual turnover of: 29.00 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 : 16.18 vs. VSQYX (-2.72). CWGFX return over 5 years is better than : 30.54 vs. VSQYX (22.45).
| 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 | 10 years | - |
| Gain YTD | 4.924 | 1.716 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.52M | 2,178,582% |
| Annual Yield % from dividends | 1.41 | 4.38 | 32% |
| Returns for 1 year | 16.18 | -2.72 | -596% |
| Returns for 3 years | 43.02 | 16.76 | 257% |
| Returns for 5 years | 30.54 | 22.45 | 136% |
| Returns for 10 years | 99.82 | N/A | - |
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