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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
American Funds Capital World Gr&Inc 529C
Price$76.75
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Invesco MSCI World SRI Index R5
Price$18.92
Change+$0.14 (+0.75%)
VolumeN/A
Net Assets6.84M
CWICX vs VSQFX Comparison Chart in %
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CWICX vs. VSQFX commentary
Dec 05, 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 StrongBuy and VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. VSQFX (6.84M). VSQFX pays higher dividends than CWICX: VSQFX (1.36) vs CWICX (0.69). CWICX was incepted earlier than VSQFX: CWICX (24 years) vs VSQFX (9 years). VSQFX (1.64) is less costly to investors than CWICX (1.53). VSQFX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQFX: CWICX (250) vs VSQFX (1000000). CWICX annual gain was more profitable for investors over the last year : 12.16 vs. VSQFX (-0.53). VSQFX return over 5 years is better than : 52.06 vs. CWICX (39.07).
| CWICX | VSQFX | CWICX / VSQFX | |
| Total Expense Ratio | 1.53 | 0.20 | 765% |
| Annual Report Gross Expense Ratio | 1.53 | 1.64 | 93% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 22.150 | 13.293 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.84M | 2,076,023% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | 12.16 | -0.53 | -2,287% |
| Returns for 3 years | 48.14 | 40.88 | 118% |
| Returns for 5 years | 39.07 | 52.06 | 75% |
| Returns for 10 years | 89.32 | N/A | - |
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