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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$74.65
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Invesco MSCI World SRI Index R
Price$14.98
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets6.44M
RWIFX vs VSQRX Comparison Chart in %
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RWIFX vs. VSQRX commentary
Feb 05, 2026
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 VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. VSQRX (6.44M). VSQRX pays higher dividends than RWIFX: VSQRX (3.96) vs RWIFX (1.70). RWIFX was incepted earlier than VSQRX: RWIFX (24 years) vs VSQRX (10 years). VSQRX (2.25) is less costly to investors than RWIFX (0.46). VSQRX is a more actively managed with annual turnover of: 29.00 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 : 14.94 vs. VSQRX (-4.79). RWIFX return over 5 years is better than : 30.82 vs. VSQRX (17.57).
| 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 | 10 years | - |
| Gain YTD | 4.391 | 1.011 | 434% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 6.44M | 2,205,654% |
| Annual Yield % from dividends | 1.70 | 3.96 | 43% |
| Returns for 1 year | 14.94 | -4.79 | -312% |
| Returns for 3 years | 43.77 | 13.64 | 321% |
| Returns for 5 years | 30.82 | 17.57 | 175% |
| Returns for 10 years | 101.64 | N/A | - |
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