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CWIEX vs SESGX
CWIEX vs SESGX Comparison
Open Charts CWIEX vs SESGX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Sit ESG Growth S
Price$25.39
Change-$0.28 (-1.09%)
VolumeN/A
Net Assets13.72M
CWIEX vs SESGX Comparison Chart in %
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CWIEX vs. SESGX commentary
Nov 20, 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. SESGX (13.7M). CWIEX pays higher dividends than SESGX: CWIEX (1.15) vs SESGX (0.30). CWIEX was incepted earlier than SESGX: CWIEX (24 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). CWIEX has a lower initial minimum investment than SESGX: CWIEX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 16.24 vs. CWIEX (11.86). SESGX return over 5 years is better than : 66.66 vs. CWIEX (42.92).
| CWIEX | SESGX | CWIEX / SESGX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.50 | 67% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.591 | 16.576 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 13.7M | 1,021,898% |
| Annual Yield % from dividends | 1.15 | 0.30 | 389% |
| Returns for 1 year | 11.86 | 16.24 | 73% |
| Returns for 3 years | 50.41 | 69.56 | 72% |
| Returns for 5 years | 42.92 | 66.66 | 64% |
| Returns for 10 years | 91.62 | N/A | - |
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