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RWBEX vs VSQFX
RWBEX vs VSQFX Comparison
Open Charts RWBEX vs VSQFX
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Invesco MSCI World SRI Index R5
Price$17.32
Change-$0.25 (-1.42%)
VolumeN/A
Net Assets17.34M
RWBEX vs VSQFX Comparison Chart
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RWBEX vs. VSQFX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. VSQFX (17.3M). VSQFX pays higher dividends than RWBEX: VSQFX (1.47) vs RWBEX (1.11). 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 : 5.84 vs. VSQFX (1.76). VSQFX return over 5 years is better than : 68.14 vs. RWBEX (49.52).
| 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 | 8.807 | 3.713 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 1.11 | 1.47 | 76% |
| Returns for 1 year | 5.84 | 1.76 | 332% |
| Returns for 3 years | 42.36 | 41.43 | 102% |
| Returns for 5 years | 49.52 | 68.14 | 73% |
| Returns for 10 years | 49.42 | N/A | - |
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