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CWICX vs VSQAX
CWICX vs VSQAX Comparison
Open Charts CWICX vs VSQAX
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Invesco MSCI World SRI Index A
Price$18.00
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets18.25M
CWICX vs VSQAX Comparison Chart in %
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CWICX vs. VSQAX commentary
Jul 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 CWICX is a Buy and VSQAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. VSQAX (18.3M). VSQAX pays higher dividends than CWICX: VSQAX (1.26) vs CWICX (0.78). CWICX was incepted earlier than VSQAX: CWICX (23 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 : 12.89 vs. VSQAX (7.64). VSQAX return over 5 years is better than : 64.07 vs. CWICX (49.27).
| CWICX | VSQAX | CWICX / VSQAX | |
| Total Expense Ratio | 1.53 | 0.44 | 348% |
| Annual Report Gross Expense Ratio | 1.53 | 2.45 | 62% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.503 | 8.761 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.3M | 748,634% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 12.89 | 7.64 | 169% |
| Returns for 3 years | 48.95 | 40.09 | 122% |
| Returns for 5 years | 49.27 | 64.07 | 77% |
| Returns for 10 years | 70.95 | N/A | - |
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