Interact to see
Advertisement
Advertisement
CWIAX vs VSQSX
CWIAX vs VSQSX Comparison
Open Charts CWIAX vs VSQSX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Invesco MSCI World SRI Index R6
Price$18.19
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets18.14M
CWIAX vs VSQSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VSQSX commentary
Aug 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 CWIAX is a Buy and VSQSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. VSQSX (18.1M). CWIAX (1.46) and VSQSX (1.43) have matching dividends . CWIAX was incepted earlier than VSQSX: CWIAX (24 years) vs VSQSX (9 years). VSQSX (2.08) is less costly to investors than CWIAX (0.78). VSQSX is a more actively managed with annual turnover of: 32.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VSQSX: CWIAX (250) vs VSQSX (1000000). CWIAX annual gain was more profitable for investors over the last year : 11.41 vs. VSQSX (3.75). VSQSX return over 5 years is better than : 60.55 vs. CWIAX (51.32).
| CWIAX | VSQSX | CWIAX / VSQSX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.78 | 2.08 | 38% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.485 | 8.922 | 174% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.1M | 756,906% |
| Annual Yield % from dividends | 1.46 | 1.43 | 102% |
| Returns for 1 year | 11.41 | 3.75 | 304% |
| Returns for 3 years | 42.58 | 29.47 | 144% |
| Returns for 5 years | 51.32 | 60.55 | 85% |
| Returns for 10 years | 85.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement