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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Sit ESG Growth S
Price$25.65
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
CWGFX vs SESGX Comparison Chart in %
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CWGFX vs. SESGX commentary
Oct 18, 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: 141B vs. SESGX (13.8M). CWGFX pays higher dividends than SESGX: CWGFX (1.35) 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 : 14.61 vs. CWGFX (10.86). SESGX return over 5 years is better than : 72.23 vs. CWGFX (50.66).
| 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 | 20.057 | 16.031 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8M | 1,021,739% |
| Annual Yield % from dividends | 1.35 | 0.30 | 447% |
| Returns for 1 year | 10.86 | 14.61 | 74% |
| Returns for 3 years | 66.99 | 84.13 | 80% |
| Returns for 5 years | 50.66 | 72.23 | 70% |
| Returns for 10 years | 77.14 | N/A | - |
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