CWIEX
Price
$81.57
Change
-$0.05 (-0.06%)
Updated
Jun 22 closing price
Net Assets
159.53B
IESGX
Price
$27.57
Change
-$0.24 (-0.86%)
Updated
Jun 22 closing price
Net Assets
14.68M
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CWIEX vs IESGX

CWIEX vs IESGX Comparison Chart in %
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CWIEX vs. IESGX commentary
Jun 24, 2026

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.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. IESGX (14.7M). CWIEX pays higher dividends than IESGX: CWIEX (1.13) vs IESGX (0.50). CWIEX was incepted earlier than IESGX: CWIEX (24 years) vs IESGX (10 years). IESGX (1.01) and CWIEX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 44.00 vs. IESGX (3.88). CWIEX has a lower initial minimum investment than IESGX: CWIEX (250) vs IESGX (100000). CWIEX annual gain was more profitable for investors over the last year : 21.53 vs. IESGX (20.01). IESGX return over 5 years is better than : 58.98 vs. CWIEX (36.39).
CWIEXIESGXCWIEX / IESGX
Total Expense Ratio1.001.0199%
Annual Report Gross Expense Ratio1.001.0199%
Fund Existence24 years10 years-
Gain YTD15.5055.862264%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets160B14.7M1,088,435%
Annual Yield % from dividends1.130.50226%
Returns for 1 year21.5320.01108%
Returns for 3 years52.1064.3881%
Returns for 5 years36.3958.9862%
Returns for 10 years126.75N/A-
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