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FWGIX vs SESGX
FWGIX vs SESGX Comparison
Open Charts FWGIX vs SESGX
American Funds Capital World Gr&Inc F3
Price$65.40
Change-$4.75 (-6.77%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth S
Price$22.51
Change-$0.18 (-0.79%)
VolumeN/A
CapitalizationN/A
FWGIX vs SESGX Comparison Chart
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FWGIX vs. SESGX commentary
Dec 18, 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 Buy and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. SESGX (12.1M). FWGIX pays higher dividends than SESGX: FWGIX (1.99) vs SESGX (0.51). FWGIX was incepted earlier than SESGX: FWGIX (8 years) vs SESGX (8 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. SESGX (7.12). 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 : 24.33 vs. FWGIX (12.35). SESGX return over 5 years is better than : 64.70 vs. FWGIX (33.77).
| FWGIX | SESGX | FWGIX / SESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 10.741 | 23.181 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 12.1M | 1,074,380% |
| Annual Yield % from dividends | 1.99 | 0.51 | 393% |
| Returns for 1 year | 12.35 | 24.33 | 51% |
| Returns for 3 years | 10.63 | 23.33 | 46% |
| Returns for 5 years | 33.77 | 64.70 | 52% |
| Returns for 10 years | N/A | N/A | - |