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FWGIX vs SESGX
FWGIX vs SESGX Comparison
Open Charts FWGIX vs SESGX
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Sit ESG Growth S
Price$20.69
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets11.02M
FWGIX vs SESGX Comparison Chart
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FWGIX vs. SESGX commentary
Apr 18, 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 SESGX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. SESGX (11M). FWGIX pays higher dividends than SESGX: FWGIX (1.98) vs SESGX (0.36). FWGIX was incepted earlier than SESGX: FWGIX (8 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). SESGX has a lower initial minimum investment than FWGIX: SESGX (5000) vs FWGIX (1000000). SESGX annual gain was more profitable for investors over the last year : 9.42 vs. FWGIX (-0.56). SESGX return over 5 years is better than : 67.73 vs. FWGIX (45.33).
| FWGIX | SESGX | FWGIX / SESGX | |
| Total Expense Ratio | 0.41 | 1.25 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 1.50 | 27% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -3.626 | -5.858 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 11M | 1,063,636% |
| Annual Yield % from dividends | 1.98 | 0.36 | 545% |
| Returns for 1 year | -0.56 | 9.42 | -6% |
| Returns for 3 years | 11.85 | 26.55 | 45% |
| Returns for 5 years | 45.33 | 67.73 | 67% |
| Returns for 10 years | N/A | N/A | - |