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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$74.25
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Invesco MSCI World SRI Index R
Price$18.22
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets18.25M
CWICX vs VSQRX Comparison Chart in %
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CWICX vs. VSQRX commentary
Sep 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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. VSQRX (18.2M). VSQRX pays higher dividends than CWICX: VSQRX (1.10) vs CWICX (0.77). CWICX was incepted earlier than VSQRX: CWICX (24 years) vs VSQRX (9 years). VSQRX (2.70) 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 : 8.57 vs. VSQRX (-0.57). VSQRX return over 5 years is better than : 60.44 vs. CWICX (52.58).
| CWICX | VSQRX | CWICX / VSQRX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 2.70 | 57% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.171 | 9.866 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.2M | 769,231% |
| Annual Yield % from dividends | 0.77 | 1.10 | 70% |
| Returns for 1 year | 8.57 | -0.57 | -1,509% |
| Returns for 3 years | 66.92 | 54.29 | 123% |
| Returns for 5 years | 52.58 | 60.44 | 87% |
| Returns for 10 years | 98.59 | N/A | - |
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