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FWGIX vs IESGX
FWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGX
American Funds Capital World Gr&Inc F3
Price$74.79
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
FWGIX vs IESGX Comparison Chart in %
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FWGIX vs. IESGX commentary
Nov 20, 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 Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 139B vs. IESGX (13.6M). FWGIX pays higher dividends than IESGX: FWGIX (1.65) vs IESGX (0.49). FWGIX was incepted earlier than IESGX: FWGIX (9 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 (3.88). 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 : 14.68 vs. FWGIX (12.61). IESGX return over 5 years is better than : 67.95 vs. FWGIX (43.73).
| FWGIX | IESGX | FWGIX / IESGX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.25 | 33% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 19.320 | 15.572 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 13.6M | 1,022,059% |
| Annual Yield % from dividends | 1.65 | 0.49 | 337% |
| Returns for 1 year | 12.61 | 14.68 | 86% |
| Returns for 3 years | 52.25 | 69.04 | 76% |
| Returns for 5 years | 43.73 | 67.95 | 64% |
| Returns for 10 years | N/A | N/A | - |