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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$61.43
Change+$0.18 (+0.29%)
VolumeN/A
Net Assets118.23B
Sit ESG Growth S
Price$21.08
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets11.21M
CWGFX vs SESGX Comparison Chart
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CWGFX vs. SESGX commentary
Apr 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 118B vs. SESGX (11.2M). CWGFX pays higher dividends than SESGX: CWGFX (1.59) vs SESGX (0.36). 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 : 8.77 vs. CWGFX (-1.75). SESGX return over 5 years is better than : 74.35 vs. CWGFX (48.49).
| 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 | -3.080 | -5.086 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 11.2M | 1,053,571% |
| Annual Yield % from dividends | 1.59 | 0.36 | 438% |
| Returns for 1 year | -1.75 | 8.77 | -20% |
| Returns for 3 years | 11.22 | 27.05 | 41% |
| Returns for 5 years | 48.49 | 74.35 | 65% |
| Returns for 10 years | 34.07 | N/A | - |