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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets138.65B
Sit ESG Growth S
Price$25.39
Change-$0.28 (-1.09%)
VolumeN/A
Net Assets13.72M
CWGFX vs SESGX Comparison Chart in %
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CWGFX vs. SESGX 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. SESGX (13.7M). CWGFX pays higher dividends than SESGX: CWGFX (1.32) vs SESGX (0.30). CWGFX was incepted earlier than SESGX: CWGFX (25 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 (3.88). 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 : 16.24 vs. CWGFX (12.09). SESGX return over 5 years is better than : 66.66 vs. CWGFX (41.29).
| CWGFX | SESGX | CWGFX / SESGX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.50 | 53% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.797 | 16.576 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 13.7M | 1,014,599% |
| Annual Yield % from dividends | 1.32 | 0.30 | 447% |
| Returns for 1 year | 12.09 | 16.24 | 74% |
| Returns for 3 years | 50.45 | 69.56 | 73% |
| Returns for 5 years | 41.29 | 66.66 | 62% |
| Returns for 10 years | 73.63 | N/A | - |
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