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CWIFX vs SESGX
CWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Sit ESG Growth S
Price$25.65
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
CWIFX vs SESGX Comparison Chart in %
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CWIFX vs. SESGX commentary
Oct 18, 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. SESGX (13.8M). CWIFX pays higher dividends than SESGX: CWIFX (1.53) vs SESGX (0.30). CWIFX was incepted earlier than SESGX: CWIFX (23 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). CWIFX has a lower initial minimum investment than SESGX: CWIFX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 14.61 vs. CWIFX (11.07). SESGX return over 5 years is better than : 72.23 vs. CWIFX (55.41).
| CWIFX | SESGX | CWIFX / SESGX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.50 | 57% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 20.252 | 16.031 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8M | 1,021,739% |
| Annual Yield % from dividends | 1.53 | 0.30 | 505% |
| Returns for 1 year | 11.07 | 14.61 | 76% |
| Returns for 3 years | 68.90 | 84.13 | 82% |
| Returns for 5 years | 55.41 | 72.23 | 77% |
| Returns for 10 years | 103.90 | N/A | - |
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