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CWICX vs VSQAX
CWICX vs VSQAX Comparison
Open Charts CWICX vs VSQAX
American Funds Capital World Gr&Inc 529C
Price$72.99
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
Invesco MSCI World SRI Index A
Price$18.01
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets17.99M
CWICX vs VSQAX Comparison Chart in %
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CWICX vs. VSQAX commentary
Sep 10, 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 CWICX is a Buy and VSQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 138B vs. VSQAX (18M). VSQAX pays higher dividends than CWICX: VSQAX (1.25) vs CWICX (0.77). CWICX was incepted earlier than VSQAX: CWICX (24 years) vs VSQAX (9 years). VSQAX (2.45) is less costly to investors than CWICX (1.53). VSQAX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQAX: CWICX (250) vs VSQAX (1000). CWICX annual gain was more profitable for investors over the last year : 14.69 vs. VSQAX (6.57). VSQAX return over 5 years is better than : 57.08 vs. CWICX (46.62).
| CWICX | VSQAX | CWICX / VSQAX | |
| Total Expense Ratio | 1.53 | 0.44 | 348% |
| Annual Report Gross Expense Ratio | 1.53 | 2.45 | 62% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 16.093 | 8.822 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 18M | 766,667% |
| Annual Yield % from dividends | 0.77 | 1.25 | 61% |
| Returns for 1 year | 14.69 | 6.57 | 224% |
| Returns for 3 years | 47.41 | 37.00 | 128% |
| Returns for 5 years | 46.62 | 57.08 | 82% |
| Returns for 10 years | 84.82 | N/A | - |