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IESGX vs RWIHX
IESGX vs RWIHX Comparison
Open Charts IESGX vs RWIHX
Sit ESG Growth I
Price$22.61
Change+$0.32 (+1.44%)
VolumeN/A
Net Assets11.83M
American Funds Capital World Gr&Inc R5E
Price$65.68
Change+$0.58 (+0.89%)
VolumeN/A
Net Assets126.29B
IESGX vs RWIHX Comparison Chart
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IESGX vs. RWIHX commentary
Mar 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 126B vs. IESGX (11.8M). RWIHX pays higher dividends than IESGX: RWIHX (1.86) vs IESGX (0.71). IESGX was incepted earlier than RWIHX: IESGX (9 years) vs RWIHX (9 years). RWIHX is a more actively managed with annual turnover of: 27.00 vs. IESGX (7.12). 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 : 14.90 vs. RWIHX (5.73). IESGX return over 5 years is better than : 74.08 vs. RWIHX (44.82).
| IESGX | RWIHX | IESGX / RWIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 0.315 | 2.681 | 12% |
| 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 | 1.86 | 38% |
| Returns for 1 year | 14.90 | 5.73 | 260% |
| Returns for 3 years | 34.33 | 18.37 | 187% |
| Returns for 5 years | 74.08 | 44.82 | 165% |
| Returns for 10 years | N/A | N/A | - |
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