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IESGX vs RWIHX
IESGX vs RWIHX Comparison
Open Charts IESGX vs RWIHX
Sit ESG Growth I
Price$21.03
Change-$0.78 (-3.58%)
VolumeN/A
Net Assets11.48M
American Funds Capital World Gr&Inc R5E
Price$61.53
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
IESGX vs RWIHX Comparison Chart
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IESGX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 123B vs. IESGX (11.5M). RWIHX pays higher dividends than IESGX: RWIHX (1.84) vs IESGX (0.60). IESGX was incepted earlier than RWIHX: IESGX (9 years) vs RWIHX (9 years). IESGX (1.25) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). RWIHX has a lower initial minimum investment than IESGX: RWIHX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 9.84 vs. RWIHX (0.42). IESGX return over 5 years is better than : 98.43 vs. RWIHX (69.42).
| IESGX | RWIHX | IESGX / RWIHX | |
| Total Expense Ratio | 1.00 | 0.56 | 179% |
| Annual Report Gross Expense Ratio | 1.25 | 0.56 | 223% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -2.385 | 0.906 | -263% |
| 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 | 1.84 | 33% |
| Returns for 1 year | 9.84 | 0.42 | 2,342% |
| Returns for 3 years | 26.02 | 12.01 | 217% |
| Returns for 5 years | 98.43 | 69.42 | 142% |
| Returns for 10 years | N/A | N/A | - |
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