Ad is loading...
Ad is loading...
IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$22.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IESGX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IESGX vs. RWIFX commentary
Nov 23, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B 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 (23 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 : 27.01 vs. RWIFX (19.18). IESGX return over 5 years is better than : 69.72 vs. RWIFX (41.97).
| IESGX | RWIFX | IESGX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 21.356 | 14.630 | 146% |
| 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 | 126B | 0% |
| Annual Yield % from dividends | 0.71 | 1.94 | 37% |
| Returns for 1 year | 27.01 | 19.18 | 141% |
| Returns for 3 years | 18.16 | 6.79 | 267% |
| Returns for 5 years | 69.72 | 41.97 | 166% |
| Returns for 10 years | N/A | 51.27 | - |