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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth S
Price$23.19
Change-$0.33 (-1.40%)
VolumeN/A
Net Assets12.48M
CWGFX vs SESGX Comparison Chart
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CWGFX vs. SESGX commentary
Jun 15, 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. SESGX (12.5M). CWGFX pays higher dividends than SESGX: CWGFX (1.49) vs SESGX (0.34). CWGFX was incepted earlier than SESGX: CWGFX (24 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). CWGFX has a lower initial minimum investment than SESGX: CWGFX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 12.55 vs. CWGFX (6.27). SESGX return over 5 years is better than : 77.65 vs. CWGFX (51.55).
| CWGFX | SESGX | CWGFX / SESGX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.50 | 53% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 8.990 | 6.812 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 1.49 | 0.34 | 442% |
| Returns for 1 year | 6.27 | 12.55 | 50% |
| Returns for 3 years | 43.82 | 65.73 | 67% |
| Returns for 5 years | 51.55 | 77.65 | 66% |
| Returns for 10 years | 51.77 | N/A | - |
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