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FCWGX vs SESGX
FCWGX vs SESGX Comparison
Open Charts FCWGX vs SESGX
American Funds Capital World Gr&Inc529F2
Price$61.41
Change+$0.57 (+0.94%)
VolumeN/A
Net Assets118.23B
Sit ESG Growth S
Price$21.08
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets11.21M
FCWGX vs SESGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 118B vs. SESGX (11.2M). FCWGX pays higher dividends than SESGX: FCWGX (1.87) vs SESGX (0.36). FCWGX was incepted earlier than SESGX: FCWGX (4 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 : 8.77 vs. FCWGX (-1.46).
| FCWGX | SESGX | FCWGX / SESGX | |
| Total Expense Ratio | 0.52 | 1.25 | 42% |
| Annual Report Gross Expense Ratio | 0.52 | 1.50 | 35% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -3.001 | -5.086 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 11.2M | 1,053,571% |
| Annual Yield % from dividends | 1.87 | 0.36 | 516% |
| Returns for 1 year | -1.46 | 8.77 | -17% |
| Returns for 3 years | 14.08 | 27.05 | 52% |
| Returns for 5 years | N/A | 74.35 | - |
| Returns for 10 years | N/A | N/A | - |
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