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CWICX vs VSQRX
CWICX vs VSQRX Comparison
Open Charts CWICX vs VSQRX
American Funds Capital World Gr&Inc 529C
Price$74.03
Change-$0.42 (-0.56%)
VolumeN/A
Net Assets142.37B
Invesco MSCI World SRI Index R
Price$14.98
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets6.44M
CWICX vs VSQRX Comparison Chart in %
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CWICX vs. VSQRX commentary
Feb 05, 2026
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: 142B vs. VSQRX (6.44M). VSQRX pays higher dividends than CWICX: VSQRX (3.96) vs CWICX (0.78). CWICX was incepted earlier than VSQRX: CWICX (24 years) vs VSQRX (10 years). VSQRX (2.25) is less costly to investors than CWICX (1.53). VSQRX is a more actively managed with annual turnover of: 29.00 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 : 13.66 vs. VSQRX (-4.79). CWICX return over 5 years is better than : 26.73 vs. VSQRX (17.57).
| 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 | 10 years | - |
| Gain YTD | 4.268 | 1.011 | 422% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.44M | 2,205,654% |
| Annual Yield % from dividends | 0.78 | 3.96 | 20% |
| Returns for 1 year | 13.66 | -4.79 | -285% |
| Returns for 3 years | 39.06 | 13.64 | 286% |
| Returns for 5 years | 26.73 | 17.57 | 152% |
| Returns for 10 years | 106.53 | N/A | - |
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