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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$73.25
Change-$0.40 (-0.54%)
VolumeN/A
Net Assets142.37B
Invesco MSCI World SRI Index R
Price$14.98
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets6.44M
RWIBX vs VSQRX Comparison Chart in %
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RWIBX 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 RWIBX is a Buy and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. VSQRX (6.44M). VSQRX pays higher dividends than RWIBX: VSQRX (3.96) vs RWIBX (0.82). RWIBX was incepted earlier than VSQRX: RWIBX (24 years) vs VSQRX (10 years). VSQRX (2.25) is less costly to investors than RWIBX (1.51). VSQRX is a more actively managed with annual turnover of: 29.00 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 : 13.59 vs. VSQRX (-4.79). RWIBX return over 5 years is better than : 25.06 vs. VSQRX (17.57).
| RWIBX | VSQRX | RWIBX / VSQRX | |
| Total Expense Ratio | 1.51 | 0.70 | 216% |
| Annual Report Gross Expense Ratio | 1.51 | 2.25 | 67% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.285 | 1.011 | 424% |
| 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 | 0.82 | 3.96 | 21% |
| Returns for 1 year | 13.59 | -4.79 | -284% |
| Returns for 3 years | 38.98 | 13.64 | 286% |
| Returns for 5 years | 25.06 | 17.57 | 143% |
| Returns for 10 years | 92.30 | N/A | - |
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