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CWIAX vs VSQSX
CWIAX vs VSQSX Comparison
Open Charts CWIAX vs VSQSX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Invesco MSCI World SRI Index R6
Price$18.20
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets17.99M
CWIAX vs VSQSX Comparison Chart in %
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CWIAX vs. VSQSX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. VSQSX (18M). CWIAX (1.43) and VSQSX (1.40) 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 : 13.15 vs. VSQSX (4.35). VSQSX return over 5 years is better than : 58.12 vs. CWIAX (50.93).
| 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 | 16.202 | 8.503 | 191% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 18M | 766,667% |
| Annual Yield % from dividends | 1.43 | 1.40 | 102% |
| Returns for 1 year | 13.15 | 4.35 | 303% |
| Returns for 3 years | 55.56 | 43.60 | 127% |
| Returns for 5 years | 50.93 | 58.12 | 88% |
| Returns for 10 years | 98.76 | N/A | - |
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