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VSQRX vs WGIFX
VSQRX vs WGIFX Comparison
Open Charts VSQRX vs WGIFX
Invesco MSCI World SRI Index R
Price$17.00
Change-$0.25 (-1.45%)
VolumeN/A
Net Assets17.59M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
VSQRX vs WGIFX Comparison Chart
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VSQRX vs. WGIFX 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 VSQRX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 132B vs. VSQRX (17.6M). WGIFX pays higher dividends than VSQRX: WGIFX (1.75) vs VSQRX (1.15). VSQRX was incepted earlier than WGIFX: VSQRX (9 years) vs WGIFX (17 years). VSQRX (2.70) is less costly to investors than WGIFX (0.52). VSQRX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VSQRX: WGIFX (250) vs VSQRX (1000). WGIFX annual gain was more profitable for investors over the last year : 6.58 vs. VSQRX (1.14). VSQRX return over 5 years is better than : 63.79 vs. WGIFX (52.99).
| VSQRX | WGIFX | VSQRX / WGIFX | |
| Total Expense Ratio | 0.69 | 0.52 | 133% |
| Annual Report Gross Expense Ratio | 2.70 | 0.52 | 519% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 3.532 | 9.129 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6M | 132B | 0% |
| Annual Yield % from dividends | 1.15 | 1.75 | 65% |
| Returns for 1 year | 1.14 | 6.58 | 17% |
| Returns for 3 years | 39.09 | 44.89 | 87% |
| Returns for 5 years | 63.79 | 52.99 | 120% |
| Returns for 10 years | N/A | 53.21 | - |
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