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IESGX vs RWBEX
IESGX vs RWBEX Comparison
Open Charts IESGX vs RWBEX
Sit ESG Growth I
Price$25.36
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets13.58M
American Funds Capital World Gr&Inc R2E
Price$72.43
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
IESGX vs RWBEX Comparison Chart in %
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IESGX vs. RWBEX commentary
Aug 17, 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: 137B vs. IESGX (13.6M). RWBEX pays higher dividends than IESGX: RWBEX (1.06) vs IESGX (0.53). 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 : 17.80 vs. RWBEX (10.91). IESGX return over 5 years is better than : 75.56 vs. RWBEX (45.19).
| 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 | 14.131 | 15.151 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 137B | 0% |
| Annual Yield % from dividends | 0.53 | 1.06 | 50% |
| Returns for 1 year | 17.80 | 10.91 | 163% |
| Returns for 3 years | 57.10 | 39.62 | 144% |
| Returns for 5 years | 75.56 | 45.19 | 167% |
| Returns for 10 years | N/A | 61.34 | - |
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