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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Sit ESG Growth I
Price$21.14
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets11.02M
CWGFX vs IESGX Comparison Chart
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CWGFX vs. IESGX commentary
Apr 25, 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: 119B vs. IESGX (11M). CWGFX pays higher dividends than IESGX: CWGFX (1.59) vs IESGX (0.60). 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 : 8.72 vs. CWGFX (-1.52). IESGX return over 5 years is better than : 72.56 vs. CWGFX (46.51).
| 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 | -3.269 | -5.761 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 11M | 1,081,818% |
| Annual Yield % from dividends | 1.59 | 0.60 | 264% |
| Returns for 1 year | -1.52 | 8.72 | -17% |
| Returns for 3 years | 14.67 | 30.11 | 49% |
| Returns for 5 years | 46.51 | 72.56 | 64% |
| Returns for 10 years | 31.67 | N/A | - |
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