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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Invesco MSCI World SRI Index R
Price$18.30
Change-$0.37 (-1.98%)
VolumeN/A
Net Assets7.28M
RWIFX vs VSQRX Comparison Chart in %
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RWIFX vs. VSQRX commentary
Nov 14, 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 StrongBuy and VSQRX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. VSQRX (7.28M). RWIFX pays higher dividends than VSQRX: RWIFX (1.60) vs VSQRX (1.05). 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 : 15.39 vs. VSQRX (0.28). VSQRX return over 5 years is better than : 53.95 vs. RWIFX (49.55).
| 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 | 23.740 | 13.703 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 7.28M | 1,979,109% |
| Annual Yield % from dividends | 1.60 | 1.05 | 153% |
| Returns for 1 year | 15.39 | 0.28 | 5,465% |
| Returns for 3 years | 57.49 | 43.48 | 132% |
| Returns for 5 years | 49.55 | 53.95 | 92% |
| Returns for 10 years | 88.26 | N/A | - |
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