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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$65.63
Change+$0.58 (+0.89%)
VolumeN/A
Net Assets126.29B
Sit ESG Growth I
Price$22.61
Change+$0.32 (+1.44%)
VolumeN/A
Net Assets11.83M
CWGFX vs IESGX Comparison Chart
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CWGFX vs. IESGX commentary
Mar 01, 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 StrongBuy and IESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B 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 (9 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 : 14.90 vs. CWGFX (5.46). IESGX return over 5 years is better than : 74.08 vs. CWGFX (43.79).
| CWGFX | IESGX | CWGFX / IESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.635 | 0.315 | 836% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 11.8M | 1,067,797% |
| Annual Yield % from dividends | 1.64 | 0.71 | 231% |
| Returns for 1 year | 5.46 | 14.90 | 37% |
| Returns for 3 years | 17.80 | 34.33 | 52% |
| Returns for 5 years | 43.79 | 74.08 | 59% |
| Returns for 10 years | 42.74 | N/A | - |
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