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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
CWGFX vs IESGX Comparison Chart in %
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CWGFX vs. IESGX commentary
Oct 19, 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 Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. IESGX (13.9M). CWGFX pays higher dividends than IESGX: CWGFX (1.35) vs IESGX (0.50). CWGFX was incepted earlier than IESGX: CWGFX (25 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 (3.88). 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 : 15.33 vs. CWGFX (10.73). IESGX return over 5 years is better than : 75.22 vs. CWGFX (50.48).
| CWGFX | IESGX | CWGFX / IESGX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.913 | 16.742 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.9M | 1,014,388% |
| Annual Yield % from dividends | 1.35 | 0.50 | 270% |
| Returns for 1 year | 10.73 | 15.33 | 70% |
| Returns for 3 years | 66.79 | 86.27 | 77% |
| Returns for 5 years | 50.48 | 75.22 | 67% |
| Returns for 10 years | 76.92 | N/A | - |
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