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VSQFX vs WGIFX
VSQFX vs WGIFX Comparison
Open Charts VSQFX vs WGIFX
Invesco MSCI World SRI Index R5
Price$18.84
Change+$0.10 (+0.53%)
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
VSQFX vs WGIFX Comparison Chart in %
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VSQFX 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 VSQFX is a StrongBuy and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. VSQFX (7.34M). WGIFX pays higher dividends than VSQFX: WGIFX (1.59) vs VSQFX (1.36). VSQFX was incepted earlier than WGIFX: VSQFX (9 years) vs WGIFX (17 years). VSQFX (1.64) is less costly to investors than WGIFX (0.52). VSQFX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VSQFX: WGIFX (250) vs VSQFX (1000000). WGIFX annual gain was more profitable for investors over the last year : 11.05 vs. VSQFX (2.17). VSQFX return over 5 years is better than : 60.89 vs. WGIFX (52.11).
| VSQFX | WGIFX | VSQFX / WGIFX | |
| Total Expense Ratio | 0.20 | 0.52 | 38% |
| Annual Report Gross Expense Ratio | 1.64 | 0.52 | 315% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 12.814 | 20.182 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.34M | 141B | 0% |
| Annual Yield % from dividends | 1.36 | 1.59 | 86% |
| Returns for 1 year | 2.17 | 11.05 | 20% |
| Returns for 3 years | 58.16 | 68.14 | 85% |
| Returns for 5 years | 60.89 | 52.11 | 117% |
| Returns for 10 years | N/A | 78.84 | - |
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