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FCWGX vs IESGX
FCWGX vs IESGX Comparison
Open Charts FCWGX vs IESGX
American Funds Capital World Gr&Inc529F2
Price$67.10
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Sit ESG Growth I
Price$23.08
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets12.13M
FCWGX vs IESGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 128B vs. IESGX (12.1M). FCWGX pays higher dividends than IESGX: FCWGX (1.86) vs IESGX (0.59). FCWGX was incepted earlier than IESGX: FCWGX (5 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). FCWGX has a lower initial minimum investment than IESGX: FCWGX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 12.87 vs. FCWGX (3.72).
| FCWGX | IESGX | FCWGX / IESGX | |
| Total Expense Ratio | 0.52 | 1.00 | 52% |
| Annual Report Gross Expense Ratio | 0.52 | 1.25 | 42% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 5.987 | 3.690 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 12.1M | 1,057,851% |
| Annual Yield % from dividends | 1.86 | 0.59 | 313% |
| Returns for 1 year | 3.72 | 12.87 | 29% |
| Returns for 3 years | 33.30 | 50.11 | 66% |
| Returns for 5 years | N/A | 80.34 | - |
| Returns for 10 years | N/A | N/A | - |
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