Ad is loading...
CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Sit ESG Growth S
Price$22.53
Change-$0.38 (-1.66%)
VolumeN/A
Net Assets12.07M
CWGFX vs SESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. SESGX commentary
Feb 23, 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 StrongBuy and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B 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 (9 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 : 16.83 vs. CWGFX (7.04). SESGX return over 5 years is better than : 57.37 vs. CWGFX (32.49).
| CWGFX | SESGX | CWGFX / SESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.307 | 2.316 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 12.1M | 1,057,851% |
| Annual Yield % from dividends | 1.64 | 0.51 | 323% |
| Returns for 1 year | 7.04 | 16.83 | 42% |
| Returns for 3 years | 16.46 | 35.09 | 47% |
| Returns for 5 years | 32.49 | 57.37 | 57% |
| Returns for 10 years | 44.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...