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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
Sit ESG Growth I
Price$25.79
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets13.57M
CWGFX vs IESGX Comparison Chart in %
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CWGFX vs. IESGX commentary
Nov 20, 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: 139B vs. IESGX (13.6M). CWGFX pays higher dividends than IESGX: CWGFX (1.32) vs IESGX (0.49). 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 (3.88). 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 : 14.68 vs. CWGFX (12.16). IESGX return over 5 years is better than : 67.95 vs. CWGFX (41.60).
| 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 | 18.909 | 15.572 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 13.6M | 1,022,059% |
| Annual Yield % from dividends | 1.32 | 0.49 | 270% |
| Returns for 1 year | 12.16 | 14.68 | 83% |
| Returns for 3 years | 50.59 | 69.04 | 73% |
| Returns for 5 years | 41.60 | 67.95 | 61% |
| Returns for 10 years | 73.79 | N/A | - |
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