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FWCGX vs SESGX
FWCGX vs SESGX Comparison
Open Charts FWCGX vs SESGX
American Funds Capital World Gr&Inc529F3
Price$72.48
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
FWCGX vs SESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. SESGX (13.4M). FWCGX pays higher dividends than SESGX: FWCGX (1.73) vs SESGX (0.32). FWCGX was incepted earlier than SESGX: FWCGX (5 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 : 19.13 vs. FWCGX (14.12).
| FWCGX | SESGX | FWCGX / SESGX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.50 | 31% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 15.194 | 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 | 1.73 | 0.32 | 537% |
| Returns for 1 year | 14.12 | 19.13 | 74% |
| Returns for 3 years | 53.88 | 65.95 | 82% |
| Returns for 5 years | N/A | 77.97 | - |
| Returns for 10 years | N/A | N/A | - |
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