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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Sit ESG Growth I
Price$25.58
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets13.74M
CWGFX vs IESGX Comparison Chart in %
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CWGFX vs. IESGX commentary
Sep 26, 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 (13.7M). CWGFX pays higher dividends than IESGX: CWGFX (1.39) vs IESGX (0.52). 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 (3.31). 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 : 16.36 vs. CWGFX (10.32). IESGX return over 5 years is better than : 80.23 vs. CWGFX (54.24).
| 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 | 18.303 | 15.437 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.7M | 1,029,197% |
| Annual Yield % from dividends | 1.39 | 0.52 | 269% |
| Returns for 1 year | 10.32 | 16.36 | 63% |
| Returns for 3 years | 68.58 | 89.66 | 76% |
| Returns for 5 years | 54.24 | 80.23 | 68% |
| Returns for 10 years | 89.07 | N/A | - |
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