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RWIBX vs VSQRX
RWIBX vs VSQRX Comparison
Open Charts RWIBX vs VSQRX
American Funds Capital World Gr&Inc R2
Price$73.53
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets139.59B
Invesco MSCI World SRI Index R
Price$18.22
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets18.25M
RWIBX vs VSQRX Comparison Chart in %
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RWIBX vs. VSQRX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. VSQRX (18.2M). VSQRX pays higher dividends than RWIBX: VSQRX (1.10) vs RWIBX (0.80). 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 : 8.53 vs. VSQRX (-0.57). VSQRX return over 5 years is better than : 60.44 vs. RWIBX (50.60).
| 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 | 18.186 | 9.866 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.2M | 769,231% |
| Annual Yield % from dividends | 0.80 | 1.10 | 73% |
| Returns for 1 year | 8.53 | -0.57 | -1,503% |
| Returns for 3 years | 66.20 | 54.29 | 122% |
| Returns for 5 years | 50.60 | 60.44 | 84% |
| Returns for 10 years | 84.28 | N/A | - |
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