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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$22.03
Change-$0.16 (-0.72%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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IESGX vs RWIFX Comparison Chart
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IESGX vs. RWIFX commentary
Sep 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. IESGX (11.8M). RWIFX pays higher dividends than IESGX: RWIFX (1.94) vs IESGX (0.71). IESGX was incepted earlier than RWIFX: IESGX (8 years) vs RWIFX (22 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (7.12). 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 : 31.99 vs. RWIFX (25.07). IESGX return over 5 years is better than : 71.19 vs. RWIFX (46.97).
| IESGX | RWIFX | IESGX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 18.505 | 14.428 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 128B | 0% |
| Annual Yield % from dividends | 0.71 | 1.94 | 37% |
| Returns for 1 year | 31.99 | 25.07 | 128% |
| Returns for 3 years | 20.92 | 9.73 | 215% |
| Returns for 5 years | 71.19 | 46.97 | 152% |
| Returns for 10 years | N/A | 54.30 | - |
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