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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$65.27
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth S
Price$22.51
Change-$0.18 (-0.79%)
VolumeN/A
CapitalizationN/A
CWGFX vs SESGX Comparison Chart
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CWGFX vs. SESGX commentary
Dec 19, 2024
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: 130B vs. SESGX (12.1M). CWGFX pays higher dividends than SESGX: CWGFX (1.64) vs SESGX (0.51). CWGFX was incepted earlier than SESGX: CWGFX (24 years) vs SESGX (8 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (7.12). 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 : 24.33 vs. CWGFX (12.01). SESGX return over 5 years is better than : 64.70 vs. CWGFX (32.35).
| CWGFX | SESGX | CWGFX / SESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 10.423 | 23.181 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 12.1M | 1,074,380% |
| Annual Yield % from dividends | 1.64 | 0.51 | 323% |
| Returns for 1 year | 12.01 | 24.33 | 49% |
| Returns for 3 years | 9.87 | 23.33 | 42% |
| Returns for 5 years | 32.35 | 64.70 | 50% |
| Returns for 10 years | 47.57 | N/A | - |
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