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CWGCX vs SESGX
CWGCX vs SESGX Comparison
Open Charts CWGCX vs SESGX
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Sit ESG Growth S
Price$23.19
Change-$0.33 (-1.40%)
VolumeN/A
Net Assets12.48M
CWGCX vs SESGX Comparison Chart
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CWGCX vs. SESGX commentary
Jun 15, 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: 132B vs. SESGX (12.5M). CWGCX pays higher dividends than SESGX: CWGCX (0.87) vs SESGX (0.34). 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 : 12.55 vs. CWGCX (5.50). SESGX return over 5 years is better than : 77.65 vs. CWGCX (48.05).
| 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 | 8.682 | 6.812 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 12.5M | 1,056,000% |
| Annual Yield % from dividends | 0.87 | 0.34 | 258% |
| Returns for 1 year | 5.50 | 12.55 | 44% |
| Returns for 3 years | 41.27 | 65.73 | 63% |
| Returns for 5 years | 48.05 | 77.65 | 62% |
| Returns for 10 years | 48.20 | N/A | - |
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