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CWIFX vs SESGX
CWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Sit ESG Growth S
Price$25.39
Change-$0.28 (-1.09%)
VolumeN/A
Net Assets13.72M
CWIFX vs SESGX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. SESGX (13.7M). CWIFX pays higher dividends than SESGX: CWIFX (1.49) 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 : 16.24 vs. CWIFX (12.31). SESGX return over 5 years is better than : 66.66 vs. CWIFX (45.77).
| 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 | 19.021 | 16.576 | 115% |
| 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 | 1.49 | 0.30 | 505% |
| Returns for 1 year | 12.31 | 16.24 | 76% |
| Returns for 3 years | 52.19 | 69.56 | 75% |
| Returns for 5 years | 45.77 | 66.66 | 69% |
| Returns for 10 years | 99.87 | N/A | - |
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