Ad is loading...
CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$63.89
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth I
Price$22.64
Change+$0.14 (+0.62%)
VolumeN/A
CapitalizationN/A
CWGCX vs IESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. IESGX commentary
Dec 26, 2024
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: 127B vs. IESGX (12M). CWGCX pays higher dividends than IESGX: CWGCX (1.04) vs IESGX (0.71). CWGCX was incepted earlier than IESGX: CWGCX (24 years) vs IESGX (8 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. IESGX (7.12). 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 : 23.28 vs. CWGCX (9.37). IESGX return over 5 years is better than : 64.12 vs. CWGCX (27.27).
| CWGCX | IESGX | CWGCX / IESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 8.555 | 22.480 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 12M | 1,058,333% |
| Annual Yield % from dividends | 1.04 | 0.71 | 147% |
| Returns for 1 year | 9.37 | 23.28 | 40% |
| Returns for 3 years | 4.73 | 20.67 | 23% |
| Returns for 5 years | 27.27 | 64.12 | 43% |
| Returns for 10 years | 42.41 | N/A | - |