RWBEX
Price
$64.56
Change
+$0.47 (+0.73%)
Updated
Jan 17 closing price
Net Assets
126.7B
SESGX
Price
$22.30
Change
+$0.21 (+0.95%)
Updated
Jan 17 closing price
Net Assets
11.9M
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RWBEX vs SESGX

Header iconRWBEX vs SESGX Comparison
Open Charts RWBEX vs SESGXBanner chart's image
American Funds Capital World Gr&Inc R2E
Price$64.56
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Sit ESG Growth S
Price$22.30
Change+$0.21 (+0.95%)
VolumeN/A
Net Assets11.9M
RWBEX vs SESGX Comparison Chart
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RWBEX vs. SESGX commentary
Jan 19, 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 RWBEX is a StrongBuy and SESGX is a Hold.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. SESGX (11.9M). RWBEX pays higher dividends than SESGX: RWBEX (1.28) vs SESGX (0.51). RWBEX was incepted earlier than SESGX: RWBEX (10 years) vs SESGX (9 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SESGX (7.12). RWBEX has a lower initial minimum investment than SESGX: RWBEX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 20.37 vs. RWBEX (10.43). SESGX return over 5 years is better than : 55.87 vs. RWBEX (26.04).
RWBEXSESGXRWBEX / SESGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years9 years-
Gain YTD2.0391.272160%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets127B11.9M1,067,227%
Annual Yield % from dividends1.280.51253%
Returns for 1 year10.4320.3751%
Returns for 3 years7.6325.1330%
Returns for 5 years26.0455.8747%
Returns for 10 years45.57N/A-
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