Interact to see
Advertisement
Advertisement
FCWGX vs IESGX
FCWGX vs IESGX Comparison
Open Charts FCWGX vs IESGX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth I
Price$23.43
Change-$0.33 (-1.39%)
VolumeN/A
Net Assets12.48M
FCWGX vs IESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. IESGX (12.5M). FCWGX pays higher dividends than IESGX: FCWGX (1.75) vs IESGX (0.56). 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 : 11.25 vs. FCWGX (6.60).
| 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 | 9.138 | 5.446 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 1.75 | 0.56 | 314% |
| Returns for 1 year | 6.60 | 11.25 | 59% |
| Returns for 3 years | 46.60 | 64.65 | 72% |
| Returns for 5 years | N/A | 77.46 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement