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IESGX vs RWBEX
IESGX vs RWBEX Comparison
Open Charts IESGX vs RWBEX
Sit ESG Growth I
Price$21.03
Change-$0.78 (-3.58%)
VolumeN/A
Net Assets11.48M
American Funds Capital World Gr&Inc R2E
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
IESGX vs RWBEX Comparison Chart
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IESGX vs. RWBEX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 123B vs. IESGX (11.5M). RWBEX pays higher dividends than IESGX: RWBEX (1.19) vs IESGX (0.60). IESGX was incepted earlier than RWBEX: IESGX (9 years) vs RWBEX (11 years). IESGX (1.25) and RWBEX (1.21) have similar cost to investors . RWBEX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). 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 : 9.84 vs. RWBEX (-0.23). IESGX return over 5 years is better than : 98.43 vs. RWBEX (65.81).
| IESGX | RWBEX | IESGX / RWBEX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.25 | 1.21 | 103% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -2.385 | 0.744 | -321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 123B | 0% |
| Annual Yield % from dividends | 0.60 | 1.19 | 51% |
| Returns for 1 year | 9.84 | -0.23 | -4,282% |
| Returns for 3 years | 26.02 | 10.36 | 251% |
| Returns for 5 years | 98.43 | 65.81 | 150% |
| Returns for 10 years | N/A | 38.70 | - |
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