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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$18.64
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets7.34M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
VSQAX vs WGIFX Comparison Chart in %
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VSQAX vs. WGIFX 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 VSQAX is a StrongBuy and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. VSQAX (7.34M). WGIFX pays higher dividends than VSQAX: WGIFX (1.59) vs VSQAX (1.21). VSQAX was incepted earlier than WGIFX: VSQAX (9 years) vs WGIFX (17 years). VSQAX (2.00) is less costly to investors than WGIFX (0.52). VSQAX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VSQAX: WGIFX (250) vs VSQAX (1000). WGIFX annual gain was more profitable for investors over the last year : 11.05 vs. VSQAX (1.85). VSQAX return over 5 years is better than : 58.70 vs. WGIFX (52.11).
| VSQAX | WGIFX | VSQAX / WGIFX | |
| Total Expense Ratio | 0.45 | 0.52 | 87% |
| Annual Report Gross Expense Ratio | 2.00 | 0.52 | 385% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 12.628 | 20.182 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.34M | 141B | 0% |
| Annual Yield % from dividends | 1.21 | 1.59 | 76% |
| Returns for 1 year | 1.85 | 11.05 | 17% |
| Returns for 3 years | 56.77 | 68.14 | 83% |
| Returns for 5 years | 58.70 | 52.11 | 113% |
| Returns for 10 years | N/A | 78.84 | - |
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