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CWIEX vs IESGX
CWIEX vs IESGX Comparison
Open Charts CWIEX vs IESGX
American Funds Capital World Gr&Inc 529E
Price$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Sit ESG Growth I
Price$25.58
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets13.74M
CWIEX vs IESGX Comparison Chart in %
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CWIEX vs. IESGX commentary
Sep 26, 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 CWIEX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. IESGX (13.7M). CWIEX pays higher dividends than IESGX: CWIEX (1.22) vs IESGX (0.52). CWIEX was incepted earlier than IESGX: CWIEX (24 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). CWIEX has a lower initial minimum investment than IESGX: CWIEX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 16.36 vs. CWIEX (10.08). IESGX return over 5 years is better than : 80.23 vs. CWIEX (56.00).
| CWIEX | IESGX | CWIEX / IESGX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.144 | 15.437 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.7M | 1,029,197% |
| Annual Yield % from dividends | 1.22 | 0.52 | 236% |
| Returns for 1 year | 10.08 | 16.36 | 62% |
| Returns for 3 years | 68.57 | 89.66 | 76% |
| Returns for 5 years | 56.00 | 80.23 | 70% |
| Returns for 10 years | 108.70 | N/A | - |
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