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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Sit ESG Growth I
Price$23.08
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets12.13M
CWGFX vs IESGX Comparison Chart
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CWGFX vs. IESGX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. IESGX (12.1M). CWGFX pays higher dividends than IESGX: CWGFX (1.58) vs IESGX (0.59). 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 : 12.87 vs. CWGFX (3.41). IESGX return over 5 years is better than : 80.34 vs. CWGFX (54.27).
| 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 | 5.877 | 3.690 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 12.1M | 1,057,851% |
| Annual Yield % from dividends | 1.58 | 0.59 | 266% |
| Returns for 1 year | 3.41 | 12.87 | 27% |
| Returns for 3 years | 29.97 | 50.11 | 60% |
| Returns for 5 years | 54.27 | 80.34 | 68% |
| Returns for 10 years | 44.04 | N/A | - |
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