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RWBEX vs VSQFX
RWBEX vs VSQFX Comparison
Open Charts RWBEX vs VSQFX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Invesco MSCI World SRI Index R5
Price$17.98
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets18.18M
RWBEX vs VSQFX Comparison Chart in %
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RWBEX vs. VSQFX commentary
Jul 07, 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 RWBEX is a Buy and VSQFX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. VSQFX (18.2M). VSQFX pays higher dividends than RWBEX: VSQFX (1.42) vs RWBEX (1.06). RWBEX was incepted earlier than VSQFX: RWBEX (11 years) vs VSQFX (9 years). VSQFX (2.08) is less costly to investors than RWBEX (1.21). VSQFX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than VSQFX: RWBEX (250) vs VSQFX (1000000). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. VSQFX (4.13). VSQFX return over 5 years is better than : 69.22 vs. RWBEX (50.51).
| RWBEX | VSQFX | RWBEX / VSQFX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.21 | 2.08 | 58% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.307 | 7.665 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 1.06 | 1.42 | 75% |
| Returns for 1 year | 8.84 | 4.13 | 214% |
| Returns for 3 years | 48.49 | 42.92 | 113% |
| Returns for 5 years | 50.51 | 69.22 | 73% |
| Returns for 10 years | 59.94 | N/A | - |
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