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CWGCX vs SESGX
CWGCX vs SESGX Comparison
Open Charts CWGCX vs SESGX
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Sit ESG Growth S
Price$24.77
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets13.38M
CWGCX vs SESGX Comparison Chart in %
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CWGCX vs. SESGX commentary
Jul 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. SESGX (13.4M). CWGCX pays higher dividends than SESGX: CWGCX (0.83) vs SESGX (0.32). 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 : 19.13 vs. CWGCX (12.91). SESGX return over 5 years is better than : 77.97 vs. CWGCX (47.25).
| 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 | 14.559 | 12.307 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.4M | 1,022,388% |
| Annual Yield % from dividends | 0.83 | 0.32 | 259% |
| Returns for 1 year | 12.91 | 19.13 | 67% |
| Returns for 3 years | 48.13 | 65.95 | 73% |
| Returns for 5 years | 47.25 | 77.97 | 61% |
| Returns for 10 years | 58.80 | N/A | - |
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