Ad is loading...
CWGCX vs SESGX
CWGCX vs SESGX Comparison
Open Charts CWGCX vs SESGX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
Sit ESG Growth S
Price$22.53
Change-$0.38 (-1.66%)
VolumeN/A
Net Assets12.07M
CWGCX vs SESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. SESGX commentary
Feb 23, 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. SESGX (12.1M). CWGCX pays higher dividends than SESGX: CWGCX (1.04) vs SESGX (0.51). CWGCX was incepted earlier than SESGX: CWGCX (24 years) vs SESGX (9 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. SESGX (7.12). 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 : 16.83 vs. CWGCX (6.26). SESGX return over 5 years is better than : 57.37 vs. CWGCX (29.73).
| CWGCX | SESGX | CWGCX / SESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.224 | 2.316 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 12.1M | 1,057,851% |
| Annual Yield % from dividends | 1.04 | 0.51 | 206% |
| Returns for 1 year | 6.26 | 16.83 | 37% |
| Returns for 3 years | 14.81 | 35.09 | 42% |
| Returns for 5 years | 29.73 | 57.37 | 52% |
| Returns for 10 years | 41.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTUTX | 57.32 | -0.23 | -0.40% |
| Fidelity Advisor Telecommunications M | |||
| JNBAX | 10.03 | -0.04 | -0.40% |
| JPMorgan Income Builder A | |||
| WSCVX | 14.28 | -0.27 | -1.86% |
| North Star Small Cap Value Investor | |||
| JGIRX | 84.54 | -1.97 | -2.28% |
| JPMorgan U.S. GARP Equity R5 | |||
| VCGRX | 22.55 | -0.53 | -2.30% |
| Virtus KAR Capital Growth R6 | |||