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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$21.03
Change-$0.78 (-3.58%)
VolumeN/A
Net Assets11.48M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
IESGX vs RWIFX Comparison Chart
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IESGX vs. RWIFX commentary
Apr 04, 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: 123B vs. IESGX (11.5M). RWIFX pays higher dividends than IESGX: RWIFX (1.93) vs IESGX (0.60). 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 : 9.84 vs. RWIFX (0.55). IESGX return over 5 years is better than : 98.43 vs. RWIFX (70.05).
| 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 | -2.385 | 0.945 | -252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 123B | 0% |
| Annual Yield % from dividends | 0.60 | 1.93 | 31% |
| Returns for 1 year | 9.84 | 0.55 | 1,796% |
| Returns for 3 years | 26.02 | 12.30 | 211% |
| Returns for 5 years | 98.43 | 70.05 | 141% |
| Returns for 10 years | N/A | 42.59 | - |
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