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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$67.69
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth I
Price$22.03
Change-$0.16 (-0.72%)
VolumeN/A
CapitalizationN/A
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CWGFX vs IESGX Comparison Chart
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CWGFX vs. IESGX commentary
Sep 22, 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 StrongBuy and IESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. IESGX (11.8M). 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 : 31.99 vs. CWGFX (24.64). IESGX return over 5 years is better than : 71.19 vs. CWGFX (45.58).
| 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 | 14.140 | 18.505 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 11.8M | 1,084,746% |
| Annual Yield % from dividends | 1.64 | 0.71 | 231% |
| Returns for 1 year | 24.64 | 31.99 | 77% |
| Returns for 3 years | 8.96 | 20.92 | 43% |
| Returns for 5 years | 45.58 | 71.19 | 64% |
| Returns for 10 years | 52.63 | N/A | - |
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