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RWIFX vs VSQYX
RWIFX vs VSQYX Comparison
Open Charts RWIFX vs VSQYX
American Funds Capital World Gr&Inc R5
Price$72.82
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.57B
Invesco MSCI World SRI Index Y
Price$18.16
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets18.18M
RWIFX vs VSQYX Comparison Chart in %
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RWIFX vs. VSQYX commentary
Aug 20, 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 VSQYX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. VSQYX (18.2M). RWIFX pays higher dividends than VSQYX: RWIFX (1.72) vs VSQYX (1.43). RWIFX was incepted earlier than VSQYX: RWIFX (23 years) vs VSQYX (9 years). VSQYX (2.20) is less costly to investors than RWIFX (0.46). VSQYX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than VSQYX: RWIFX (250) vs VSQYX (1000). RWIFX annual gain was more profitable for investors over the last year : 11.50 vs. VSQYX (3.34). VSQYX return over 5 years is better than : 60.03 vs. RWIFX (48.89).
| RWIFX | VSQYX | RWIFX / VSQYX | |
| Total Expense Ratio | 0.46 | 0.19 | 242% |
| Annual Report Gross Expense Ratio | 0.46 | 2.20 | 21% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.659 | 9.102 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 18.2M | 758,242% |
| Annual Yield % from dividends | 1.72 | 1.43 | 121% |
| Returns for 1 year | 11.50 | 3.34 | 345% |
| Returns for 3 years | 45.06 | 32.56 | 138% |
| Returns for 5 years | 48.89 | 60.03 | 81% |
| Returns for 10 years | 75.21 | N/A | - |
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