CWIFX
Price
$72.49
Change
+$0.05 (+0.07%)
Updated
Aug 15 closing price
Net Assets
137.49B
SESGX
Price
$25.09
Change
+$0.01 (+0.04%)
Updated
Aug 15 closing price
Net Assets
13.57M
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CWIFX vs SESGX

Header iconCWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Sit ESG Growth S
Price$25.09
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets13.57M
CWIFX vs SESGX Comparison Chart in %
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CWIFX vs. SESGX commentary
Aug 16, 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 SESGX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. SESGX (13.6M). CWIFX pays higher dividends than SESGX: CWIFX (1.60) vs SESGX (0.32). 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 (3.31). 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 : 17.43 vs. CWIFX (11.58). SESGX return over 5 years is better than : 73.17 vs. CWIFX (52.56).
CWIFXSESGXCWIFX / SESGX
Total Expense Ratio0.861.2569%
Annual Report Gross Expense Ratio0.861.5057%
Fund Existence23 years9 years-
Gain YTD15.58713.896112%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets137B13.6M1,007,353%
Annual Yield % from dividends1.600.32504%
Returns for 1 year11.5817.4366%
Returns for 3 years43.2255.8277%
Returns for 5 years52.5673.1772%
Returns for 10 years89.56N/A-
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