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RWBEX vs VSQRX
RWBEX vs VSQRX Comparison
Open Charts RWBEX vs VSQRX
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 R
Price$17.64
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets18.18M
RWBEX vs VSQRX Comparison Chart in %
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RWBEX vs. VSQRX 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 VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. VSQRX (18.2M). VSQRX (1.11) and RWBEX (1.06) have matching dividends . RWBEX was incepted earlier than VSQRX: RWBEX (11 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than RWBEX (1.21). VSQRX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than VSQRX: RWBEX (250) vs VSQRX (1000). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. VSQRX (3.43). VSQRX return over 5 years is better than : 64.88 vs. RWBEX (50.51).
| RWBEX | VSQRX | RWBEX / VSQRX | |
| Total Expense Ratio | 1.21 | 0.69 | 175% |
| Annual Report Gross Expense Ratio | 1.21 | 2.70 | 45% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.307 | 7.430 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 18.2M | 747,253% |
| Annual Yield % from dividends | 1.06 | 1.11 | 96% |
| Returns for 1 year | 8.84 | 3.43 | 258% |
| Returns for 3 years | 48.49 | 40.56 | 120% |
| Returns for 5 years | 50.51 | 64.88 | 78% |
| Returns for 10 years | 59.94 | N/A | - |
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