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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$66.18
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Sit ESG Growth I
Price$23.08
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets12.13M
CWGCX vs IESGX Comparison Chart
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CWGCX vs. IESGX commentary
May 23, 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 Buy and IESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. IESGX (12.1M). CWGCX pays higher dividends than IESGX: CWGCX (0.92) vs IESGX (0.59). CWGCX was incepted earlier than IESGX: CWGCX (24 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 : 12.87 vs. CWGCX (2.67). IESGX return over 5 years is better than : 80.34 vs. CWGCX (50.69).
| CWGCX | IESGX | CWGCX / IESGX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.25 | 119% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 5.615 | 3.690 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 12.1M | 1,057,851% |
| Annual Yield % from dividends | 0.92 | 0.59 | 155% |
| Returns for 1 year | 2.67 | 12.87 | 21% |
| Returns for 3 years | 27.87 | 50.11 | 56% |
| Returns for 5 years | 50.69 | 80.34 | 63% |
| Returns for 10 years | 40.64 | N/A | - |
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