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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Sit ESG Growth I
Price$21.03
Change-$0.78 (-3.58%)
VolumeN/A
Net Assets11.48M
CWGFX vs IESGX Comparison Chart
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CWGFX vs. IESGX commentary
Apr 04, 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: 123B vs. IESGX (11.5M). 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 : 9.84 vs. CWGFX (0.19). IESGX return over 5 years is better than : 98.43 vs. CWGFX (68.06).
| 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 | 0.845 | -2.385 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 11.5M | 1,069,565% |
| Annual Yield % from dividends | 1.59 | 0.60 | 264% |
| Returns for 1 year | 0.19 | 9.84 | 2% |
| Returns for 3 years | 11.40 | 26.02 | 44% |
| Returns for 5 years | 68.06 | 98.43 | 69% |
| Returns for 10 years | 40.90 | N/A | - |
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