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FCWGX vs IESGX
FCWGX vs IESGX Comparison
Open Charts FCWGX vs IESGX
American Funds Capital World Gr&Inc529F2
Price$62.12
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
Sit ESG Growth I
Price$21.14
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets11.02M
FCWGX vs IESGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 118B vs. IESGX (11M). FCWGX pays higher dividends than IESGX: FCWGX (1.87) vs IESGX (0.60). FCWGX was incepted earlier than IESGX: FCWGX (4 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 : 8.72 vs. FCWGX (-1.22).
| FCWGX | IESGX | FCWGX / IESGX | |
| Total Expense Ratio | 0.52 | 1.00 | 52% |
| Annual Report Gross Expense Ratio | 0.52 | 1.25 | 42% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -3.175 | -5.761 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 11M | 1,072,727% |
| Annual Yield % from dividends | 1.87 | 0.60 | 311% |
| Returns for 1 year | -1.22 | 8.72 | -14% |
| Returns for 3 years | 17.63 | 30.11 | 59% |
| Returns for 5 years | N/A | 72.56 | - |
| Returns for 10 years | N/A | N/A | - |
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