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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$61.32
Change+$0.82 (+1.36%)
VolumeN/A
Net Assets117.94B
Sit ESG Growth I
Price$21.14
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets11.02M
CWGCX vs IESGX Comparison Chart
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CWGCX vs. IESGX commentary
Apr 25, 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: 118B vs. IESGX (11M). CWGCX pays higher dividends than IESGX: CWGCX (0.93) vs IESGX (0.60). 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 : 8.72 vs. CWGCX (-2.22). IESGX return over 5 years is better than : 72.56 vs. CWGCX (43.13).
| 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 | -3.450 | -5.761 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 11M | 1,072,727% |
| Annual Yield % from dividends | 0.93 | 0.60 | 154% |
| Returns for 1 year | -2.22 | 8.72 | -25% |
| Returns for 3 years | 12.83 | 30.11 | 43% |
| Returns for 5 years | 43.13 | 72.56 | 59% |
| Returns for 10 years | 28.60 | N/A | - |
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