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FWGIX vs IESGX
FWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGX
American Funds Capital World Gr&Inc F3
Price$62.10
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
Sit ESG Growth I
Price$21.14
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets11.02M
FWGIX vs IESGX Comparison Chart
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FWGIX vs. IESGX commentary
Apr 25, 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: 118B vs. IESGX (11M). FWGIX pays higher dividends than IESGX: FWGIX (1.98) vs IESGX (0.60). 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 : 8.72 vs. FWGIX (-1.12). IESGX return over 5 years is better than : 72.56 vs. FWGIX (48.45).
| 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 | -3.136 | -5.761 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 11M | 1,072,727% |
| Annual Yield % from dividends | 1.98 | 0.60 | 328% |
| Returns for 1 year | -1.12 | 8.72 | -13% |
| Returns for 3 years | 15.72 | 30.11 | 52% |
| Returns for 5 years | 48.45 | 72.56 | 67% |
| Returns for 10 years | N/A | N/A | - |
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