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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Invesco MSCI World SRI Index R
Price$17.00
Change-$0.25 (-1.45%)
VolumeN/A
Net Assets17.34M
CWICX vs VSQRX Comparison Chart
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CWICX vs. VSQRX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. VSQRX (17.3M). VSQRX pays higher dividends than CWICX: VSQRX (1.15) vs CWICX (0.82). CWICX was incepted earlier than VSQRX: CWICX (23 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 : 5.51 vs. VSQRX (1.14). VSQRX return over 5 years is better than : 63.79 vs. CWICX (50.44).
| CWICX | VSQRX | CWICX / VSQRX | |
| Total Expense Ratio | 1.53 | 0.69 | 222% |
| Annual Report Gross Expense Ratio | 1.53 | 2.70 | 57% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.650 | 3.532 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 0.82 | 1.15 | 71% |
| Returns for 1 year | 5.51 | 1.14 | 483% |
| Returns for 3 years | 42.05 | 39.09 | 108% |
| Returns for 5 years | 50.44 | 63.79 | 79% |
| Returns for 10 years | 60.69 | N/A | - |
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