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CWICX vs VSQFX
CWICX vs VSQFX Comparison
Open Charts CWICX vs VSQFX
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
Invesco MSCI World SRI Index R5
Price$15.40
Change-$3.52 (-18.60%)
VolumeN/A
Net Assets6.52M
CWICX vs VSQFX Comparison Chart in %
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CWICX vs. VSQFX commentary
Feb 05, 2026
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 VSQFX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. VSQFX (6.52M). VSQFX pays higher dividends than CWICX: VSQFX (4.38) vs CWICX (0.78). CWICX was incepted earlier than VSQFX: CWICX (24 years) vs VSQFX (10 years). VSQFX (1.64) is less costly to investors than CWICX (1.53). VSQFX is a more actively managed with annual turnover of: 29.00 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 : 15.32 vs. VSQFX (-2.78). CWICX return over 5 years is better than : 28.28 vs. VSQFX (22.37).
| 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 | 10 years | - |
| Gain YTD | 4.859 | 1.717 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.52M | 2,178,582% |
| Annual Yield % from dividends | 0.78 | 4.38 | 18% |
| Returns for 1 year | 15.32 | -2.78 | -551% |
| Returns for 3 years | 39.85 | 16.68 | 239% |
| Returns for 5 years | 28.28 | 22.37 | 126% |
| Returns for 10 years | 107.70 | N/A | - |
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