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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$70.45
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
RWIBX vs VSQRX Comparison Chart in %
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RWIBX vs. VSQRX commentary
Jul 06, 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 RWIBX is a Buy and VSQRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. VSQRX (18.2M). VSQRX pays higher dividends than RWIBX: VSQRX (1.11) vs RWIBX (0.82). RWIBX was incepted earlier than VSQRX: RWIBX (23 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than RWIBX (1.51). VSQRX is a more actively managed with annual turnover of: 32.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than VSQRX: RWIBX (250) vs VSQRX (1000). RWIBX annual gain was more profitable for investors over the last year : 8.46 vs. VSQRX (3.43). VSQRX return over 5 years is better than : 64.88 vs. RWIBX (48.76).
| RWIBX | VSQRX | RWIBX / VSQRX | |
| Total Expense Ratio | 1.51 | 0.69 | 219% |
| Annual Report Gross Expense Ratio | 1.51 | 2.70 | 56% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.144 | 7.430 | 177% |
| 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 | 0.82 | 1.11 | 74% |
| Returns for 1 year | 8.46 | 3.43 | 247% |
| Returns for 3 years | 47.26 | 40.56 | 116% |
| Returns for 5 years | 48.76 | 64.88 | 75% |
| Returns for 10 years | 58.14 | N/A | - |
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