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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$73.46
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
Sit ESG Growth I
Price$25.58
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets13.74M
CWGCX vs IESGX Comparison Chart in %
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CWGCX vs. IESGX commentary
Sep 26, 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 CWGCX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. IESGX (13.7M). CWGCX pays higher dividends than IESGX: CWGCX (0.82) vs IESGX (0.52). CWGCX was incepted earlier than IESGX: CWGCX (25 years) vs IESGX (9 years). CWGCX (1.49) is less costly to investors than IESGX (1.25). CWGCX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). CWGCX has a lower initial minimum investment than IESGX: CWGCX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 16.36 vs. CWGCX (9.51). IESGX return over 5 years is better than : 80.23 vs. CWGCX (50.15).
| CWGCX | IESGX | CWGCX / IESGX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.25 | 119% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 17.727 | 15.437 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.7M | 1,029,197% |
| Annual Yield % from dividends | 0.82 | 0.52 | 158% |
| Returns for 1 year | 9.51 | 16.36 | 58% |
| Returns for 3 years | 65.29 | 89.66 | 73% |
| Returns for 5 years | 50.15 | 80.23 | 63% |
| Returns for 10 years | 83.97 | N/A | - |