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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$71.81
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Invesco MSCI World SRI Index R
Price$17.80
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets18.18M
CWICX vs VSQRX Comparison Chart in %
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CWICX vs. VSQRX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. VSQRX (18.2M). VSQRX pays higher dividends than CWICX: VSQRX (1.12) vs CWICX (0.78). 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 : 8.60 vs. VSQRX (0.80). VSQRX return over 5 years is better than : 54.81 vs. CWICX (44.58).
| 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 | 14.217 | 8.404 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.2M | 752,747% |
| Annual Yield % from dividends | 0.78 | 1.12 | 70% |
| Returns for 1 year | 8.60 | 0.80 | 1,074% |
| Returns for 3 years | 41.18 | 29.88 | 138% |
| Returns for 5 years | 44.58 | 54.81 | 81% |
| Returns for 10 years | 80.51 | N/A | - |
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