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RWIFX vs VSQAX
RWIFX vs VSQAX Comparison
Open Charts RWIFX vs VSQAX
American Funds Capital World Gr&Inc R5
Price$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
Invesco MSCI World SRI Index A
Price$18.01
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets17.99M
RWIFX vs VSQAX Comparison Chart in %
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RWIFX vs. VSQAX commentary
Sep 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. VSQAX (18M). RWIFX pays higher dividends than VSQAX: RWIFX (1.69) vs VSQAX (1.25). 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 : 15.96 vs. VSQAX (6.57). VSQAX return over 5 years is better than : 57.08 vs. RWIFX (50.11).
| 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 | 16.961 | 8.822 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 18M | 766,667% |
| Annual Yield % from dividends | 1.69 | 1.25 | 135% |
| Returns for 1 year | 15.96 | 6.57 | 243% |
| Returns for 3 years | 50.60 | 37.00 | 137% |
| Returns for 5 years | 50.11 | 57.08 | 88% |
| Returns for 10 years | 78.35 | N/A | - |