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VSQAX vs WGIFX
VSQAX vs WGIFX Comparison
Open Charts VSQAX vs WGIFX
Invesco MSCI World SRI Index A
Price$18.01
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets17.99M
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
VSQAX vs WGIFX Comparison Chart in %
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VSQAX vs. WGIFX commentary
Sep 10, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. VSQAX (18M). WGIFX pays higher dividends than VSQAX: WGIFX (1.64) vs VSQAX (1.25). VSQAX was incepted earlier than WGIFX: VSQAX (9 years) vs WGIFX (17 years). VSQAX (2.45) 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 : 15.88 vs. VSQAX (6.57). VSQAX return over 5 years is better than : 57.08 vs. WGIFX (49.77).
| VSQAX | WGIFX | VSQAX / WGIFX | |
| Total Expense Ratio | 0.44 | 0.52 | 85% |
| Annual Report Gross Expense Ratio | 2.45 | 0.52 | 471% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 8.822 | 16.891 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18M | 138B | 0% |
| Annual Yield % from dividends | 1.25 | 1.64 | 76% |
| Returns for 1 year | 6.57 | 15.88 | 41% |
| Returns for 3 years | 37.00 | 50.36 | 73% |
| Returns for 5 years | 57.08 | 49.77 | 115% |
| Returns for 10 years | N/A | 77.83 | - |