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CWIFX vs SESGX
CWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
CWIFX vs SESGX Comparison Chart in %
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CWIFX vs. SESGX commentary
Sep 06, 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.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. SESGX (13.5M). CWIFX pays higher dividends than SESGX: CWIFX (1.57) vs SESGX (0.31). 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 : 17.81 vs. CWIFX (13.31). SESGX return over 5 years is better than : 69.87 vs. CWIFX (52.14).
| 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 | 16.304 | 13.306 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.5M | 1,014,815% |
| Annual Yield % from dividends | 1.57 | 0.31 | 503% |
| Returns for 1 year | 13.31 | 17.81 | 75% |
| Returns for 3 years | 56.25 | 72.33 | 78% |
| Returns for 5 years | 52.14 | 69.87 | 75% |
| Returns for 10 years | 102.66 | N/A | - |
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