Interact to see
Advertisement
Advertisement
CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Invesco MSCI World SRI Index R
Price$18.46
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets7.34M
CWICX vs VSQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. VSQRX commentary
Oct 19, 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 Hold and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. VSQRX (7.34M). VSQRX pays higher dividends than CWICX: VSQRX (1.06) vs CWICX (0.71). CWICX was incepted earlier than VSQRX: CWICX (24 years) vs VSQRX (9 years). VSQRX (2.25) is less costly to investors than CWICX (1.53). VSQRX is a more actively managed with annual turnover of: 32.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than VSQRX: CWICX (250) vs VSQRX (1000). CWICX annual gain was more profitable for investors over the last year : 9.93 vs. VSQRX (1.53). VSQRX return over 5 years is better than : 56.71 vs. CWICX (48.22).
| CWICX | VSQRX | CWICX / VSQRX | |
| Total Expense Ratio | 1.53 | 0.70 | 219% |
| Annual Report Gross Expense Ratio | 1.53 | 2.25 | 68% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 19.238 | 12.424 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.34M | 1,920,196% |
| Annual Yield % from dividends | 0.71 | 1.06 | 67% |
| Returns for 1 year | 9.93 | 1.53 | 651% |
| Returns for 3 years | 64.13 | 55.57 | 115% |
| Returns for 5 years | 48.22 | 56.71 | 85% |
| Returns for 10 years | 85.05 | N/A | - |