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CWIAX vs VSQRX
CWIAX vs VSQRX Comparison
Open Charts CWIAX vs VSQRX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Invesco MSCI World SRI Index R
Price$18.22
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets18.25M
CWIAX vs VSQRX Comparison Chart in %
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CWIAX vs. VSQRX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. VSQRX (18.2M). CWIAX pays higher dividends than VSQRX: CWIAX (1.43) vs VSQRX (1.10). 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 : 9.41 vs. VSQRX (-0.57). VSQRX (60.44) and CWIAX (58.49) have equivalent 5 years return.
| 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 | 18.856 | 9.866 | 191% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.2M | 769,231% |
| Annual Yield % from dividends | 1.43 | 1.10 | 130% |
| Returns for 1 year | 9.41 | -0.57 | -1,659% |
| Returns for 3 years | 70.79 | 54.29 | 130% |
| Returns for 5 years | 58.49 | 60.44 | 97% |
| Returns for 10 years | 114.38 | N/A | - |
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