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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$15.21
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets6.93M
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
VSQAX vs WGIFX Comparison Chart in %
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VSQAX vs. WGIFX commentary
Dec 27, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. VSQAX (6.93M). WGIFX pays higher dividends than VSQAX: WGIFX (1.55) 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 : 12.59 vs. VSQAX (-10.37). WGIFX return over 5 years is better than : 32.43 vs. VSQAX (20.26).
| 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 | -8.097 | 14.629 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93M | 142B | 0% |
| Annual Yield % from dividends | 1.21 | 1.55 | 78% |
| Returns for 1 year | -10.37 | 12.59 | -82% |
| Returns for 3 years | 20.92 | 47.17 | 44% |
| Returns for 5 years | 20.26 | 32.43 | 62% |
| Returns for 10 years | N/A | 75.18 | - |