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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$23.08
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets12.13M
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
IESGX vs RWIFX Comparison Chart
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IESGX vs. RWIFX commentary
May 24, 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: 128B vs. IESGX (12.1M). RWIFX pays higher dividends than IESGX: RWIFX (1.91) vs IESGX (0.59). 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 : 12.87 vs. RWIFX (3.79). IESGX return over 5 years is better than : 80.34 vs. RWIFX (56.08).
| 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 | 3.690 | 6.030 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 128B | 0% |
| Annual Yield % from dividends | 0.59 | 1.91 | 31% |
| Returns for 1 year | 12.87 | 3.79 | 340% |
| Returns for 3 years | 50.11 | 31.00 | 162% |
| Returns for 5 years | 80.34 | 56.08 | 143% |
| Returns for 10 years | N/A | 45.78 | - |