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RWBEX vs SESGX
RWBEX vs SESGX Comparison
Open Charts RWBEX vs SESGX
American Funds Capital World Gr&Inc R2E
Price$72.43
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Sit ESG Growth S
Price$25.09
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets13.57M
RWBEX vs SESGX Comparison Chart in %
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RWBEX vs. SESGX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. SESGX (13.6M). RWBEX pays higher dividends than SESGX: RWBEX (1.06) vs SESGX (0.32). RWBEX was incepted earlier than SESGX: RWBEX (11 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). 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 : 17.43 vs. RWBEX (10.91). SESGX return over 5 years is better than : 73.17 vs. RWBEX (45.19).
| RWBEX | SESGX | RWBEX / SESGX | |
| Total Expense Ratio | 1.21 | 1.25 | 97% |
| Annual Report Gross Expense Ratio | 1.21 | 1.50 | 81% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 15.151 | 13.896 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.6M | 1,007,353% |
| Annual Yield % from dividends | 1.06 | 0.32 | 334% |
| Returns for 1 year | 10.91 | 17.43 | 63% |
| Returns for 3 years | 39.62 | 55.82 | 71% |
| Returns for 5 years | 45.19 | 73.17 | 62% |
| Returns for 10 years | 61.34 | N/A | - |
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