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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth I
Price$23.43
Change-$0.33 (-1.39%)
VolumeN/A
Net Assets12.48M
CWGFX vs IESGX Comparison Chart
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CWGFX vs. IESGX 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 CWGFX is a Buy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. IESGX (12.5M). CWGFX pays higher dividends than IESGX: CWGFX (1.49) vs IESGX (0.56). CWGFX was incepted earlier than IESGX: CWGFX (24 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). CWGFX has a lower initial minimum investment than IESGX: CWGFX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 11.25 vs. CWGFX (6.27). IESGX return over 5 years is better than : 77.46 vs. CWGFX (51.55).
| CWGFX | IESGX | CWGFX / IESGX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 8.990 | 5.446 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 1.49 | 0.56 | 267% |
| Returns for 1 year | 6.27 | 11.25 | 56% |
| Returns for 3 years | 43.82 | 64.65 | 68% |
| Returns for 5 years | 51.55 | 77.46 | 67% |
| Returns for 10 years | 51.77 | N/A | - |
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