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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth I
Price$23.43
Change-$0.33 (-1.39%)
VolumeN/A
Net Assets12.48M
CWGCX vs IESGX Comparison Chart
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CWGCX vs. IESGX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. IESGX (12.5M). CWGCX pays higher dividends than IESGX: CWGCX (0.87) vs IESGX (0.56). 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 : 11.25 vs. CWGCX (5.50). IESGX return over 5 years is better than : 77.46 vs. CWGCX (48.05).
| 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 | 8.682 | 5.446 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 0.87 | 0.56 | 156% |
| Returns for 1 year | 5.50 | 11.25 | 49% |
| Returns for 3 years | 41.27 | 64.65 | 64% |
| Returns for 5 years | 48.05 | 77.46 | 62% |
| Returns for 10 years | 48.20 | N/A | - |
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