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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Sit ESG Growth S
Price$25.09
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets13.57M
CWGFX vs SESGX Comparison Chart in %
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CWGFX vs. SESGX commentary
Aug 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 StrongBuy and SESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. SESGX (13.6M). CWGFX pays higher dividends than SESGX: CWGFX (1.42) vs SESGX (0.32). 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 : 17.43 vs. CWGFX (11.40). SESGX return over 5 years is better than : 73.17 vs. CWGFX (47.31).
| 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 | 15.446 | 13.896 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.6M | 1,007,353% |
| Annual Yield % from dividends | 1.42 | 0.32 | 447% |
| Returns for 1 year | 11.40 | 17.43 | 65% |
| Returns for 3 years | 41.09 | 55.82 | 74% |
| Returns for 5 years | 47.31 | 73.17 | 65% |
| Returns for 10 years | 64.09 | N/A | - |
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