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IESGX vs RWIHX
IESGX vs RWIHX Comparison
Open Charts IESGX vs RWIHX
Sit ESG Growth I
Price$22.64
Change+$0.14 (+0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5E
Price$64.54
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
IESGX vs RWIHX Comparison Chart
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IESGX vs. RWIHX commentary
Dec 26, 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 Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 127B vs. IESGX (12M). RWIHX pays higher dividends than IESGX: RWIHX (1.86) vs IESGX (0.71). IESGX was incepted earlier than RWIHX: IESGX (8 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 : 23.28 vs. RWIHX (10.44). IESGX return over 5 years is better than : 64.12 vs. RWIHX (30.91).
| IESGX | RWIHX | IESGX / RWIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 22.480 | 9.607 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 127B | 0% |
| Annual Yield % from dividends | 0.71 | 1.86 | 38% |
| Returns for 1 year | 23.28 | 10.44 | 223% |
| Returns for 3 years | 20.67 | 6.76 | 306% |
| Returns for 5 years | 64.12 | 30.91 | 207% |
| Returns for 10 years | N/A | N/A | - |