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CWIFX vs SEEFX
CWIFX vs SEEFX Comparison
Open Charts CWIFX vs SEEFX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Saturna Sustainable Equity
Price$21.27
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets24.26M
CWIFX vs SEEFX Comparison Chart in %
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CWIFX vs. SEEFX commentary
Aug 17, 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 StrongBuy and SEEFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. SEEFX (24.3M). CWIFX pays higher dividends than SEEFX: CWIFX (1.60) vs SEEFX (0.79). CWIFX was incepted earlier than SEEFX: CWIFX (23 years) vs SEEFX (10 years). SEEFX (0.91) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SEEFX (19.00). CWIFX has a lower initial minimum investment than SEEFX: CWIFX (250) vs SEEFX (1000). CWIFX annual gain was more profitable for investors over the last year : 11.58 vs. SEEFX (9.26). CWIFX return over 5 years is better than : 52.56 vs. SEEFX (40.70).
| CWIFX | SEEFX | CWIFX / SEEFX | |
| Total Expense Ratio | 0.86 | 0.75 | 115% |
| Annual Report Gross Expense Ratio | 0.86 | 0.91 | 95% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 15.587 | 11.116 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 24.3M | 563,786% |
| Annual Yield % from dividends | 1.60 | 0.79 | 203% |
| Returns for 1 year | 11.58 | 9.26 | 125% |
| Returns for 3 years | 43.22 | 36.72 | 118% |
| Returns for 5 years | 52.56 | 40.70 | 129% |
| Returns for 10 years | 89.56 | 136.83 | 65% |
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