Ad is loading...
IESGX vs RWBEX
IESGX vs RWBEX Comparison
Open Charts IESGX vs RWBEX
Sit ESG Growth I
Price$22.61
Change+$0.32 (+1.44%)
VolumeN/A
Net Assets11.83M
American Funds Capital World Gr&Inc R2E
Price$65.47
Change+$0.57 (+0.88%)
VolumeN/A
Net Assets126.29B
IESGX vs RWBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IESGX vs. RWBEX commentary
Mar 01, 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 IESGX is a Buy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 126B vs. IESGX (11.8M). RWBEX pays higher dividends than IESGX: RWBEX (1.28) vs IESGX (0.71). IESGX was incepted earlier than RWBEX: IESGX (9 years) vs RWBEX (11 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 : 14.90 vs. RWBEX (5.03). IESGX return over 5 years is better than : 74.08 vs. RWBEX (42.08).
| IESGX | RWBEX | IESGX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 0.315 | 2.576 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 126B | 0% |
| Annual Yield % from dividends | 0.71 | 1.28 | 55% |
| Returns for 1 year | 14.90 | 5.03 | 296% |
| Returns for 3 years | 34.33 | 16.86 | 204% |
| Returns for 5 years | 74.08 | 42.08 | 176% |
| Returns for 10 years | N/A | 40.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...