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CWIEX vs SEEFX
CWIEX vs SEEFX Comparison
Open Charts CWIEX vs SEEFX
American Funds Capital World Gr&Inc 529E
Price$66.68
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Saturna Sustainable Equity
Price$19.85
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets22.73M
CWIEX vs SEEFX Comparison Chart
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CWIEX vs. SEEFX commentary
May 23, 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 Buy and SEEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 128B vs. SEEFX (22.7M). CWIEX pays higher dividends than SEEFX: CWIEX (1.38) vs SEEFX (0.49). CWIEX was incepted earlier than SEEFX: CWIEX (23 years) vs SEEFX (10 years). CWIEX (1.00) is less costly to investors than SEEFX (0.91). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SEEFX (19.00). CWIEX has a lower initial minimum investment than SEEFX: CWIEX (250) vs SEEFX (1000). SEEFX annual gain was more profitable for investors over the last year : 5.45 vs. CWIEX (3.20). CWIEX (57.25) and SEEFX (56.12) have equivalent 5 years return.
| CWIEX | SEEFX | CWIEX / SEEFX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.00 | 0.91 | 110% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 5.801 | 3.803 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 22.7M | 563,877% |
| Annual Yield % from dividends | 1.38 | 0.49 | 283% |
| Returns for 1 year | 3.20 | 5.45 | 59% |
| Returns for 3 years | 31.27 | 30.58 | 102% |
| Returns for 5 years | 57.25 | 56.12 | 102% |
| Returns for 10 years | 60.90 | 109.86 | 55% |
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