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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$64.90
Change+$0.56 (+0.87%)
VolumeN/A
Net Assets126.29B
Sit ESG Growth I
Price$22.61
Change+$0.32 (+1.44%)
VolumeN/A
Net Assets11.83M
CWGCX vs IESGX Comparison Chart
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CWGCX vs. IESGX commentary
Mar 01, 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 StrongBuy and IESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. IESGX (11.8M). CWGCX pays higher dividends than IESGX: CWGCX (1.04) vs IESGX (0.71). CWGCX was incepted earlier than IESGX: CWGCX (24 years) vs IESGX (9 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 : 14.90 vs. CWGCX (4.70). IESGX return over 5 years is better than : 74.08 vs. CWGCX (40.82).
| CWGCX | IESGX | CWGCX / IESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.550 | 0.315 | 809% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 11.8M | 1,067,797% |
| Annual Yield % from dividends | 1.04 | 0.71 | 147% |
| Returns for 1 year | 4.70 | 14.90 | 32% |
| Returns for 3 years | 16.14 | 34.33 | 47% |
| Returns for 5 years | 40.82 | 74.08 | 55% |
| Returns for 10 years | 39.64 | N/A | - |
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