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FWGIX vs SEEFX
FWGIX vs SEEFX Comparison
Open Charts FWGIX vs SEEFX
American Funds Capital World Gr&Inc F3
Price$67.09
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Saturna Sustainable Equity
Price$19.85
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets22.73M
FWGIX vs SEEFX Comparison Chart
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FWGIX vs. SEEFX commentary
May 23, 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 SEEFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. SEEFX (22.7M). FWGIX pays higher dividends than SEEFX: FWGIX (1.96) vs SEEFX (0.49). FWGIX was incepted earlier than SEEFX: FWGIX (8 years) vs SEEFX (10 years). SEEFX (0.91) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SEEFX (19.00). SEEFX has a lower initial minimum investment than FWGIX: SEEFX (1000) vs FWGIX (1000000). SEEFX annual gain was more profitable for investors over the last year : 5.45 vs. FWGIX (3.84). FWGIX (56.29) and SEEFX (56.12) have equivalent 5 years return.
| FWGIX | SEEFX | FWGIX / SEEFX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.41 | 0.91 | 45% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 6.047 | 3.803 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 22.7M | 563,877% |
| Annual Yield % from dividends | 1.96 | 0.49 | 402% |
| Returns for 1 year | 3.84 | 5.45 | 70% |
| Returns for 3 years | 31.15 | 30.58 | 102% |
| Returns for 5 years | 56.29 | 56.12 | 100% |
| Returns for 10 years | N/A | 109.86 | - |
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