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RWICX vs VSQRX
RWICX vs VSQRX Comparison
Open Charts RWICX vs VSQRX
American Funds Capital World Gr&Inc R3
Price$74.09
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Invesco MSCI World SRI Index R
Price$18.22
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets18.25M
RWICX vs VSQRX Comparison Chart in %
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RWICX 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 RWICX is a Buy and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 140B vs. VSQRX (18.2M). RWICX pays higher dividends than VSQRX: RWICX (1.18) vs VSQRX (1.10). RWICX was incepted earlier than VSQRX: RWICX (23 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than RWICX (1.06). VSQRX is a more actively managed with annual turnover of: 32.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than VSQRX: RWICX (250) vs VSQRX (1000). RWICX annual gain was more profitable for investors over the last year : 9.07 vs. VSQRX (-0.57). VSQRX return over 5 years is better than : 60.44 vs. RWICX (53.30).
| RWICX | VSQRX | RWICX / VSQRX | |
| Total Expense Ratio | 1.06 | 0.69 | 154% |
| Annual Report Gross Expense Ratio | 1.06 | 2.70 | 39% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 18.592 | 9.866 | 188% |
| 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 | 1.18 | 1.10 | 108% |
| Returns for 1 year | 9.07 | -0.57 | -1,599% |
| Returns for 3 years | 68.38 | 54.29 | 126% |
| Returns for 5 years | 53.30 | 60.44 | 88% |
| Returns for 10 years | 87.79 | N/A | - |
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