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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$21.14
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets11.02M
American Funds Capital World Gr&Inc R5
Price$62.15
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
IESGX vs RWIFX Comparison Chart
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IESGX vs. RWIFX commentary
Apr 25, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 118B vs. IESGX (11M). RWIFX pays higher dividends than IESGX: RWIFX (1.93) vs IESGX (0.60). IESGX was incepted earlier than RWIFX: IESGX (9 years) vs RWIFX (23 years). IESGX (1.25) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). RWIFX has a lower initial minimum investment than IESGX: RWIFX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 8.72 vs. RWIFX (-1.15). IESGX return over 5 years is better than : 72.56 vs. RWIFX (48.26).
| IESGX | RWIFX | IESGX / RWIFX | |
| Total Expense Ratio | 1.00 | 0.46 | 217% |
| Annual Report Gross Expense Ratio | 1.25 | 0.46 | 272% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -5.761 | -3.145 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 118B | 0% |
| Annual Yield % from dividends | 0.60 | 1.93 | 31% |
| Returns for 1 year | 8.72 | -1.15 | -760% |
| Returns for 3 years | 30.11 | 15.61 | 193% |
| Returns for 5 years | 72.56 | 48.26 | 150% |
| Returns for 10 years | N/A | 33.30 | - |
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