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FWCGX vs SESGX
FWCGX vs SESGX Comparison
Open Charts FWCGX vs SESGX
American Funds Capital World Gr&Inc529F3
Price$61.39
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
FWCGX vs SESGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 118B vs. SESGX (11.2M). FWCGX pays higher dividends than SESGX: FWCGX (1.93) vs SESGX (0.36). FWCGX was incepted earlier than SESGX: FWCGX (4 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). FWCGX has a lower initial minimum investment than SESGX: FWCGX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 8.77 vs. FWCGX (-1.40).
| FWCGX | SESGX | FWCGX / SESGX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.50 | 31% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -2.989 | -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 | 1.93 | 0.36 | 532% |
| Returns for 1 year | -1.40 | 8.77 | -16% |
| Returns for 3 years | 14.20 | 27.05 | 53% |
| Returns for 5 years | N/A | 74.35 | - |
| Returns for 10 years | N/A | N/A | - |
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