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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$25.58
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets13.74M
American Funds Capital World Gr&Inc R5
Price$74.43
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
IESGX vs RWIFX Comparison Chart in %
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IESGX vs. RWIFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. IESGX (13.7M). RWIFX pays higher dividends than IESGX: RWIFX (1.69) vs IESGX (0.52). 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 : 16.36 vs. RWIFX (10.70). IESGX return over 5 years is better than : 80.23 vs. RWIFX (56.27).
| 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 | 15.437 | 18.609 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7M | 141B | 0% |
| Annual Yield % from dividends | 0.52 | 1.69 | 31% |
| Returns for 1 year | 16.36 | 10.70 | 153% |
| Returns for 3 years | 89.66 | 70.21 | 128% |
| Returns for 5 years | 80.23 | 56.27 | 143% |
| Returns for 10 years | N/A | 91.68 | - |
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