Interact to see
Advertisement
Advertisement
FWGIX vs IESGX
FWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGX
American Funds Capital World Gr&Inc F3
Price$67.09
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Sit ESG Growth I
Price$23.08
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets12.13M
FWGIX vs IESGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. IESGX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and IESGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. IESGX (12.1M). FWGIX pays higher dividends than IESGX: FWGIX (1.96) vs IESGX (0.59). FWGIX was incepted earlier than IESGX: FWGIX (8 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). IESGX has a lower initial minimum investment than FWGIX: IESGX (100000) vs FWGIX (1000000). IESGX annual gain was more profitable for investors over the last year : 12.87 vs. FWGIX (3.84). IESGX return over 5 years is better than : 80.34 vs. FWGIX (56.29).
| FWGIX | IESGX | FWGIX / IESGX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.25 | 33% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 6.047 | 3.690 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 12.1M | 1,057,851% |
| Annual Yield % from dividends | 1.96 | 0.59 | 330% |
| Returns for 1 year | 3.84 | 12.87 | 30% |
| Returns for 3 years | 31.15 | 50.11 | 62% |
| Returns for 5 years | 56.29 | 80.34 | 70% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers