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FWGIX vs IESGX
FWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth I
Price$23.43
Change-$0.33 (-1.39%)
VolumeN/A
Net Assets12.48M
FWGIX vs IESGX Comparison Chart
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FWGIX vs. IESGX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. IESGX (12.5M). FWGIX pays higher dividends than IESGX: FWGIX (1.85) vs IESGX (0.56). 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 : 11.25 vs. FWGIX (6.71). IESGX return over 5 years is better than : 77.46 vs. FWGIX (53.53).
| 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 | 9.196 | 5.446 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 1.85 | 0.56 | 331% |
| Returns for 1 year | 6.71 | 11.25 | 60% |
| Returns for 3 years | 45.29 | 64.65 | 70% |
| Returns for 5 years | 53.53 | 77.46 | 69% |
| Returns for 10 years | N/A | N/A | - |
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