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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Invesco MSCI World SRI Index R
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets6.93M
RWIFX vs VSQRX Comparison Chart in %
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RWIFX vs. VSQRX commentary
Dec 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 RWIFX is a Hold and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. VSQRX (6.93M). RWIFX pays higher dividends than VSQRX: RWIFX (1.59) vs VSQRX (1.06). RWIFX was incepted earlier than VSQRX: RWIFX (24 years) vs VSQRX (9 years). VSQRX (2.25) is less costly to investors than RWIFX (0.46). VSQRX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VSQRX: RWIFX (250) vs VSQRX (1000). RWIFX annual gain was more profitable for investors over the last year : 12.66 vs. VSQRX (-10.57). RWIFX return over 5 years is better than : 32.78 vs. VSQRX (18.74).
| RWIFX | VSQRX | RWIFX / VSQRX | |
| Total Expense Ratio | 0.46 | 0.70 | 66% |
| Annual Report Gross Expense Ratio | 0.46 | 2.25 | 20% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.720 | -8.283 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.93M | 2,050,542% |
| Annual Yield % from dividends | 1.59 | 1.06 | 150% |
| Returns for 1 year | 12.66 | -10.57 | -120% |
| Returns for 3 years | 47.45 | 19.97 | 238% |
| Returns for 5 years | 32.78 | 18.74 | 175% |
| Returns for 10 years | 75.72 | N/A | - |
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