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RWIFX vs VSQRX
RWIFX vs VSQRX Comparison
Open Charts RWIFX vs VSQRX
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Invesco MSCI World SRI Index R
Price$18.46
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets7.34M
RWIFX vs VSQRX Comparison Chart in %
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RWIFX vs. VSQRX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. VSQRX (7.34M). RWIFX pays higher dividends than VSQRX: RWIFX (1.64) vs VSQRX (1.06). RWIFX was incepted earlier than VSQRX: RWIFX (23 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 : 11.13 vs. VSQRX (1.53). VSQRX return over 5 years is better than : 56.71 vs. RWIFX (52.48).
| RWIFX | VSQRX | RWIFX / VSQRX | |
| Total Expense Ratio | 0.46 | 0.70 | 66% |
| Annual Report Gross Expense Ratio | 0.46 | 2.25 | 20% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 20.250 | 12.424 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.34M | 1,920,196% |
| Annual Yield % from dividends | 1.64 | 1.06 | 154% |
| Returns for 1 year | 11.13 | 1.53 | 729% |
| Returns for 3 years | 68.41 | 55.57 | 123% |
| Returns for 5 years | 52.48 | 56.71 | 93% |
| Returns for 10 years | 79.35 | N/A | - |
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