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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Invesco MSCI World SRI Index R
Price$18.30
Change-$0.37 (-1.98%)
VolumeN/A
Net Assets7.28M
CWICX vs VSQRX Comparison Chart in %
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CWICX vs. VSQRX commentary
Nov 14, 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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. VSQRX (7.28M). VSQRX pays higher dividends than CWICX: VSQRX (1.05) vs CWICX (0.70). 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 : 14.14 vs. VSQRX (0.28). VSQRX return over 5 years is better than : 53.95 vs. CWICX (45.37).
| 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 | 22.596 | 13.703 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 7.28M | 1,979,109% |
| Annual Yield % from dividends | 0.70 | 1.05 | 66% |
| Returns for 1 year | 14.14 | 0.28 | 5,021% |
| Returns for 3 years | 53.48 | 43.48 | 123% |
| Returns for 5 years | 45.37 | 53.95 | 84% |
| Returns for 10 years | 94.28 | N/A | - |
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