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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
American Funds Capital World Gr&Inc R5
Price$72.07
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
IESGX vs RWIFX Comparison Chart in %
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IESGX vs. RWIFX commentary
Jul 29, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. IESGX (13.4M). RWIFX pays higher dividends than IESGX: RWIFX (1.72) vs IESGX (0.53). 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 : 18.91 vs. RWIFX (13.15). IESGX return over 5 years is better than : 78.55 vs. RWIFX (50.42).
| 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 | 12.646 | 15.198 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 137B | 0% |
| Annual Yield % from dividends | 0.53 | 1.72 | 31% |
| Returns for 1 year | 18.91 | 13.15 | 144% |
| Returns for 3 years | 60.82 | 46.45 | 131% |
| Returns for 5 years | 78.55 | 50.42 | 156% |
| Returns for 10 years | N/A | 63.27 | - |
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