Ad is loading...
CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Sit ESG Growth I
Price$21.03
Change-$0.78 (-3.58%)
VolumeN/A
Net Assets11.48M
CWGCX vs IESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. IESGX commentary
Apr 04, 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: 123B vs. IESGX (11.5M). 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 : 9.84 vs. CWGCX (0.08). IESGX return over 5 years is better than : 98.43 vs. CWGCX (64.18).
| 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 | 0.700 | -2.385 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 11.5M | 1,069,565% |
| Annual Yield % from dividends | 0.93 | 0.60 | 154% |
| Returns for 1 year | 0.08 | 9.84 | 1% |
| Returns for 3 years | 10.58 | 26.02 | 41% |
| Returns for 5 years | 64.18 | 98.43 | 65% |
| Returns for 10 years | 38.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers