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FWGIX vs IESGX
FWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGX
American Funds Capital World Gr&Inc F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
FWGIX vs IESGX Comparison Chart in %
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FWGIX vs. IESGX commentary
Oct 19, 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: 141B vs. IESGX (13.9M). FWGIX pays higher dividends than IESGX: FWGIX (1.68) vs IESGX (0.50). 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 : 15.33 vs. FWGIX (11.18). IESGX return over 5 years is better than : 75.22 vs. FWGIX (52.74).
| 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 | 20.293 | 16.742 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.9M | 1,014,388% |
| Annual Yield % from dividends | 1.68 | 0.50 | 337% |
| Returns for 1 year | 11.18 | 15.33 | 73% |
| Returns for 3 years | 68.62 | 86.27 | 80% |
| Returns for 5 years | 52.74 | 75.22 | 70% |
| Returns for 10 years | N/A | N/A | - |
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