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FCWGX vs SESGX
FCWGX vs SESGX Comparison
Open Charts FCWGX vs SESGX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth S
Price$23.19
Change-$0.33 (-1.40%)
VolumeN/A
Net Assets12.48M
FCWGX vs SESGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. SESGX (12.5M). FCWGX pays higher dividends than SESGX: FCWGX (1.75) vs SESGX (0.34). 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 : 12.55 vs. FCWGX (6.60).
| 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 | 9.138 | 6.812 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 1.75 | 0.34 | 521% |
| Returns for 1 year | 6.60 | 12.55 | 53% |
| Returns for 3 years | 46.60 | 65.73 | 71% |
| Returns for 5 years | N/A | 77.65 | - |
| Returns for 10 years | N/A | N/A | - |
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