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RWIFX vs VSQAX
RWIFX vs VSQAX Comparison
Open Charts RWIFX vs VSQAX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Invesco MSCI World SRI Index A
Price$18.00
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets18.14M
RWIFX vs VSQAX Comparison Chart in %
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RWIFX vs. VSQAX commentary
Aug 18, 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 RWIFX is a Buy and VSQAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. VSQAX (18.1M). RWIFX pays higher dividends than VSQAX: RWIFX (1.72) vs VSQAX (1.27). RWIFX was incepted earlier than VSQAX: RWIFX (23 years) vs VSQAX (9 years). VSQAX (2.45) is less costly to investors than RWIFX (0.46). VSQAX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VSQAX: RWIFX (250) vs VSQAX (1000). RWIFX annual gain was more profitable for investors over the last year : 11.77 vs. VSQAX (3.37). VSQAX return over 5 years is better than : 58.41 vs. RWIFX (49.16).
| RWIFX | VSQAX | RWIFX / VSQAX | |
| Total Expense Ratio | 0.46 | 0.44 | 105% |
| Annual Report Gross Expense Ratio | 0.46 | 2.45 | 19% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.690 | 8.761 | 179% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18.1M | 756,906% |
| Annual Yield % from dividends | 1.72 | 1.27 | 136% |
| Returns for 1 year | 11.77 | 3.37 | 349% |
| Returns for 3 years | 42.33 | 28.31 | 149% |
| Returns for 5 years | 49.16 | 58.41 | 84% |
| Returns for 10 years | 66.20 | N/A | - |
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