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RWIHX vs VSQRX
RWIHX vs VSQRX Comparison
Open Charts RWIHX vs VSQRX
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Invesco MSCI World SRI Index R
Price$17.00
Change-$0.25 (-1.45%)
VolumeN/A
Net Assets17.34M
RWIHX vs VSQRX Comparison Chart
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RWIHX vs. VSQRX commentary
Jun 15, 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 RWIHX is a Buy and VSQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. VSQRX (17.3M). RWIHX pays higher dividends than VSQRX: RWIHX (1.72) vs VSQRX (1.15). RWIHX was incepted earlier than VSQRX: RWIHX (10 years) vs VSQRX (9 years). VSQRX (2.70) is less costly to investors than RWIHX (0.56). VSQRX is a more actively managed with annual turnover of: 32.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than VSQRX: RWIHX (250) vs VSQRX (1000). RWIHX annual gain was more profitable for investors over the last year : 6.53 vs. VSQRX (1.14). VSQRX return over 5 years is better than : 63.79 vs. RWIHX (52.74).
| RWIHX | VSQRX | RWIHX / VSQRX | |
| Total Expense Ratio | 0.56 | 0.69 | 81% |
| Annual Report Gross Expense Ratio | 0.56 | 2.70 | 21% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 9.118 | 3.532 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 17.3M | 757,225% |
| Annual Yield % from dividends | 1.72 | 1.15 | 150% |
| Returns for 1 year | 6.53 | 1.14 | 572% |
| Returns for 3 years | 44.72 | 39.09 | 114% |
| Returns for 5 years | 52.74 | 63.79 | 83% |
| Returns for 10 years | N/A | N/A | - |
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