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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$64.52
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth I
Price$22.64
Change+$0.14 (+0.62%)
VolumeN/A
CapitalizationN/A
CWGFX vs IESGX Comparison Chart
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CWGFX vs. IESGX commentary
Dec 26, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. IESGX (12M). CWGFX pays higher dividends than IESGX: CWGFX (1.64) vs IESGX (0.71). CWGFX was incepted earlier than IESGX: CWGFX (24 years) vs IESGX (8 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (7.12). 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 : 23.28 vs. CWGFX (10.17). IESGX return over 5 years is better than : 64.12 vs. CWGFX (29.97).
| CWGFX | IESGX | CWGFX / IESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 9.342 | 22.480 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 12M | 1,058,333% |
| Annual Yield % from dividends | 1.64 | 0.71 | 231% |
| Returns for 1 year | 10.17 | 23.28 | 44% |
| Returns for 3 years | 6.23 | 20.67 | 30% |
| Returns for 5 years | 29.97 | 64.12 | 47% |
| Returns for 10 years | 45.59 | N/A | - |