Ad is loading...
IESGX vs RWBEX
IESGX vs RWBEX Comparison
Open Charts IESGX vs RWBEX
Sit ESG Growth I
Price$22.64
Change+$0.14 (+0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$64.42
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
IESGX vs RWBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IESGX vs. RWBEX commentary
Dec 26, 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 IESGX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. IESGX (12M). RWBEX pays higher dividends than IESGX: RWBEX (1.28) vs IESGX (0.71). IESGX was incepted earlier than RWBEX: IESGX (8 years) vs RWBEX (10 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. IESGX (7.12). RWBEX has a lower initial minimum investment than IESGX: RWBEX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 23.28 vs. RWBEX (9.71). IESGX return over 5 years is better than : 64.12 vs. RWBEX (28.42).
| IESGX | RWBEX | IESGX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 22.480 | 8.901 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 127B | 0% |
| Annual Yield % from dividends | 0.71 | 1.28 | 55% |
| Returns for 1 year | 23.28 | 9.71 | 240% |
| Returns for 3 years | 20.67 | 5.37 | 385% |
| Returns for 5 years | 64.12 | 28.42 | 226% |
| Returns for 10 years | N/A | 43.45 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FESCX | 10.41 | 0.11 | +1.07% |
| First Eagle Small Cap Opportunity I | |||
| RSRFX | 10.20 | 0.09 | +0.89% |
| Reaves Infrastructure Fund Class Inst | |||
| FLUEX | 26.29 | 0.22 | +0.84% |
| Fidelity Advisor Stk Selec Lg Cp Val C | |||
| NPNEX | 45.35 | 0.32 | +0.71% |
| Neuberger Berman Large Cap Value E | |||
| DEQCX | 13.40 | N/A | N/A |
| BNY Mellon Global Equity Income - C | |||