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FWCGX vs IESGX
FWCGX vs IESGX Comparison
Open Charts FWCGX vs IESGX
American Funds Capital World Gr&Inc529F3
Price$74.78
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Sit ESG Growth I
Price$25.79
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets13.57M
FWCGX vs IESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 139B vs. IESGX (13.6M). FWCGX pays higher dividends than IESGX: FWCGX (1.61) vs IESGX (0.49). FWCGX was incepted earlier than IESGX: FWCGX (5 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.88). FWCGX has a lower initial minimum investment than IESGX: FWCGX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 14.68 vs. FWCGX (12.52). IESGX return over 5 years is better than : 67.95 vs. FWCGX (47.18).
| FWCGX | IESGX | FWCGX / IESGX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.25 | 38% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 19.244 | 15.572 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 13.6M | 1,022,059% |
| Annual Yield % from dividends | 1.61 | 0.49 | 328% |
| Returns for 1 year | 12.52 | 14.68 | 85% |
| Returns for 3 years | 53.04 | 69.04 | 77% |
| Returns for 5 years | 47.18 | 67.95 | 69% |
| Returns for 10 years | N/A | N/A | - |
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