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CWGCX vs SESGX
CWGCX vs SESGX Comparison
Open Charts CWGCX vs SESGX
American Funds Capital World Gr&Inc C
Price$60.63
Change+$0.56 (+0.93%)
VolumeN/A
Net Assets118.23B
Sit ESG Growth S
Price$21.08
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets11.21M
CWGCX vs SESGX Comparison Chart
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CWGCX vs. SESGX commentary
Apr 16, 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 SESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 118B vs. SESGX (11.2M). CWGCX pays higher dividends than SESGX: CWGCX (0.93) vs SESGX (0.36). CWGCX was incepted earlier than SESGX: CWGCX (24 years) vs SESGX (9 years). SESGX (1.50) and CWGCX (1.49) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). CWGCX has a lower initial minimum investment than SESGX: CWGCX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 8.77 vs. CWGCX (-2.46). SESGX return over 5 years is better than : 74.35 vs. CWGCX (45.06).
| CWGCX | SESGX | CWGCX / SESGX | |
| Total Expense Ratio | 1.49 | 1.25 | 119% |
| Annual Report Gross Expense Ratio | 1.49 | 1.50 | 99% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -3.242 | -5.086 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 11.2M | 1,053,571% |
| Annual Yield % from dividends | 0.93 | 0.36 | 256% |
| Returns for 1 year | -2.46 | 8.77 | -28% |
| Returns for 3 years | 9.44 | 27.05 | 35% |
| Returns for 5 years | 45.06 | 74.35 | 61% |
| Returns for 10 years | 30.92 | N/A | - |
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