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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
CWGFX vs IESGX Comparison Chart in %
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CWGFX vs. IESGX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. IESGX (13.1M). CWGFX pays higher dividends than IESGX: CWGFX (1.42) vs IESGX (0.53). 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 : 14.67 vs. CWGFX (9.29). IESGX return over 5 years is better than : 80.77 vs. CWGFX (52.71).
| 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 | 13.538 | 10.171 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 13.1M | 1,038,168% |
| Annual Yield % from dividends | 1.42 | 0.53 | 266% |
| Returns for 1 year | 9.29 | 14.67 | 63% |
| Returns for 3 years | 50.04 | 66.63 | 75% |
| Returns for 5 years | 52.71 | 80.77 | 65% |
| Returns for 10 years | 62.66 | N/A | - |
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