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FCWGX vs SESGX
FCWGX vs SESGX Comparison
Open Charts FCWGX vs SESGX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Sit ESG Growth S
Price$24.77
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets13.38M
FCWGX vs SESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. SESGX (13.4M). FCWGX pays higher dividends than SESGX: FCWGX (1.68) vs SESGX (0.32). FCWGX was incepted earlier than SESGX: FCWGX (5 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). FCWGX has a lower initial minimum investment than SESGX: FCWGX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 19.13 vs. FCWGX (14.07).
| FCWGX | SESGX | FCWGX / SESGX | |
| Total Expense Ratio | 0.52 | 1.25 | 42% |
| Annual Report Gross Expense Ratio | 0.52 | 1.50 | 35% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 15.158 | 12.307 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.4M | 1,022,388% |
| Annual Yield % from dividends | 1.68 | 0.32 | 521% |
| Returns for 1 year | 14.07 | 19.13 | 74% |
| Returns for 3 years | 53.70 | 65.95 | 81% |
| Returns for 5 years | N/A | 77.97 | - |
| Returns for 10 years | N/A | N/A | - |
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