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CWGCX vs SESGX
CWGCX vs SESGX Comparison
Open Charts CWGCX vs SESGX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Sit ESG Growth S
Price$25.65
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
CWGCX vs SESGX Comparison Chart in %
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CWGCX vs. SESGX commentary
Oct 18, 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 Hold and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. SESGX (13.8M). CWGCX pays higher dividends than SESGX: CWGCX (0.77) vs SESGX (0.30). CWGCX was incepted earlier than SESGX: CWGCX (25 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 (3.88). 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 : 14.61 vs. CWGCX (10.05). SESGX return over 5 years is better than : 72.23 vs. CWGCX (46.65).
| CWGCX | SESGX | CWGCX / SESGX | |
| Total Expense Ratio | 1.49 | 1.25 | 119% |
| Annual Report Gross Expense Ratio | 1.49 | 1.50 | 99% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.426 | 16.031 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8M | 1,021,739% |
| Annual Yield % from dividends | 0.77 | 0.30 | 254% |
| Returns for 1 year | 10.05 | 14.61 | 69% |
| Returns for 3 years | 63.73 | 84.13 | 76% |
| Returns for 5 years | 46.65 | 72.23 | 65% |
| Returns for 10 years | 72.38 | N/A | - |
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