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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$23.43
Change-$0.33 (-1.39%)
VolumeN/A
Net Assets12.48M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
IESGX vs RWIFX Comparison Chart
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IESGX vs. RWIFX commentary
Jun 15, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. IESGX (12.5M). RWIFX pays higher dividends than IESGX: RWIFX (1.80) vs IESGX (0.56). 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 : 11.25 vs. RWIFX (6.65). IESGX return over 5 years is better than : 77.46 vs. RWIFX (53.30).
| 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 | 5.446 | 9.163 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5M | 131B | 0% |
| Annual Yield % from dividends | 0.56 | 1.80 | 31% |
| Returns for 1 year | 11.25 | 6.65 | 169% |
| Returns for 3 years | 64.65 | 45.12 | 143% |
| Returns for 5 years | 77.46 | 53.30 | 145% |
| Returns for 10 years | N/A | 53.59 | - |
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