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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$67.06
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth I
Price$22.03
Change-$0.16 (-0.72%)
VolumeN/A
CapitalizationN/A
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CWGCX vs IESGX Comparison Chart
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CWGCX vs. IESGX commentary
Sep 22, 2024
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: 128B 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 (8 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 : 31.99 vs. CWGCX (23.77). IESGX return over 5 years is better than : 71.19 vs. CWGCX (42.84).
| CWGCX | IESGX | CWGCX / IESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 13.567 | 18.505 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 11.8M | 1,084,746% |
| Annual Yield % from dividends | 1.04 | 0.71 | 147% |
| Returns for 1 year | 23.77 | 31.99 | 74% |
| Returns for 3 years | 7.42 | 20.92 | 35% |
| Returns for 5 years | 42.84 | 71.19 | 60% |
| Returns for 10 years | 49.33 | N/A | - |