Interact to see
Advertisement
Advertisement
CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$73.76
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Sit ESG Growth I
Price$25.79
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets13.57M
CWGCX vs IESGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. IESGX commentary
Nov 20, 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: 139B vs. IESGX (13.6M). CWGCX pays higher dividends than IESGX: CWGCX (0.75) vs IESGX (0.49). 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 (3.88). 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 : 14.68 vs. CWGCX (11.34). IESGX return over 5 years is better than : 67.95 vs. CWGCX (37.86).
| 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 | 18.208 | 15.572 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 13.6M | 1,022,059% |
| Annual Yield % from dividends | 0.75 | 0.49 | 153% |
| Returns for 1 year | 11.34 | 14.68 | 77% |
| Returns for 3 years | 47.64 | 69.04 | 69% |
| Returns for 5 years | 37.86 | 67.95 | 56% |
| Returns for 10 years | 69.11 | N/A | - |