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VSQRX vs WGIFX
VSQRX vs WGIFX Comparison
Open Charts VSQRX vs WGIFX
Invesco MSCI World SRI Index R
Price$18.22
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets18.25M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
VSQRX vs WGIFX Comparison Chart in %
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VSQRX vs. WGIFX commentary
Sep 28, 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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. VSQRX (18.2M). WGIFX pays higher dividends than VSQRX: WGIFX (1.64) vs VSQRX (1.10). 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 : 9.69 vs. VSQRX (-0.57). VSQRX return over 5 years is better than : 60.44 vs. WGIFX (56.59).
| 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 | 9.866 | 19.049 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.2M | 140B | 0% |
| Annual Yield % from dividends | 1.10 | 1.64 | 67% |
| Returns for 1 year | -0.57 | 9.69 | -6% |
| Returns for 3 years | 54.29 | 71.01 | 76% |
| Returns for 5 years | 60.44 | 56.59 | 107% |
| Returns for 10 years | N/A | 91.92 | - |
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