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CWIFX vs IESGX
CWIFX vs IESGX Comparison
Open Charts CWIFX vs IESGX
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Sit ESG Growth I
Price$25.58
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets13.74M
CWIFX vs IESGX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. IESGX (13.7M). CWIFX pays higher dividends than IESGX: CWIFX (1.57) vs IESGX (0.52). CWIFX was incepted earlier than IESGX: CWIFX (23 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). CWIFX has a lower initial minimum investment than IESGX: CWIFX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 16.36 vs. CWIFX (10.51). IESGX return over 5 years is better than : 80.23 vs. CWIFX (59.11).
| CWIFX | IESGX | CWIFX / IESGX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 18.477 | 15.437 | 120% |
| 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 | 1.57 | 0.52 | 304% |
| Returns for 1 year | 10.51 | 16.36 | 64% |
| Returns for 3 years | 70.53 | 89.66 | 79% |
| Returns for 5 years | 59.11 | 80.23 | 74% |
| Returns for 10 years | 117.61 | N/A | - |