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CWIAX vs VSQRX
CWIAX vs VSQRX Comparison
Open Charts CWIAX vs VSQRX
American Funds Capital World Gr&Inc 529A
Price$72.03
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Invesco MSCI World SRI Index R
Price$17.80
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets18.18M
CWIAX vs VSQRX Comparison Chart in %
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CWIAX vs. VSQRX commentary
Aug 20, 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 CWIAX is a Buy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. VSQRX (18.2M). CWIAX pays higher dividends than VSQRX: CWIAX (1.46) vs VSQRX (1.12). CWIAX was incepted earlier than VSQRX: CWIAX (24 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than CWIAX (0.78). VSQRX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VSQRX: CWIAX (250) vs VSQRX (1000). CWIAX annual gain was more profitable for investors over the last year : 9.44 vs. VSQRX (0.80). VSQRX return over 5 years is better than : 54.81 vs. CWIAX (50.20).
| CWIAX | VSQRX | CWIAX / VSQRX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 2.70 | 29% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.784 | 8.404 | 176% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.2M | 752,747% |
| Annual Yield % from dividends | 1.46 | 1.12 | 131% |
| Returns for 1 year | 9.44 | 0.80 | 1,179% |
| Returns for 3 years | 44.49 | 29.88 | 149% |
| Returns for 5 years | 50.20 | 54.81 | 92% |
| Returns for 10 years | 94.88 | N/A | - |
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