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FWGIX vs IESGX
FWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGX
American Funds Capital World Gr&Inc F3
Price$67.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth I
Price$22.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FWGIX vs IESGX Comparison Chart
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FWGIX vs. IESGX commentary
Nov 23, 2024
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 StrongBuy and IESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. IESGX (11.8M). FWGIX pays higher dividends than IESGX: FWGIX (1.99) vs IESGX (0.71). FWGIX was incepted earlier than IESGX: FWGIX (8 years) vs IESGX (8 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. IESGX (7.12). 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 : 27.01 vs. FWGIX (19.24). IESGX return over 5 years is better than : 69.72 vs. FWGIX (42.15).
| FWGIX | IESGX | FWGIX / IESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 14.665 | 21.356 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 11.8M | 1,067,797% |
| Annual Yield % from dividends | 1.99 | 0.71 | 281% |
| Returns for 1 year | 19.24 | 27.01 | 71% |
| Returns for 3 years | 6.88 | 18.16 | 38% |
| Returns for 5 years | 42.15 | 69.72 | 60% |
| Returns for 10 years | N/A | N/A | - |