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RWIFX vs SESGX
RWIFX vs SESGX Comparison
Open Charts RWIFX vs SESGX
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
Sit ESG Growth S
Price$22.53
Change-$0.38 (-1.66%)
VolumeN/A
Net Assets12.07M
RWIFX vs SESGX Comparison Chart
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RWIFX vs. SESGX commentary
Feb 23, 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 RWIFX is a StrongBuy and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. SESGX (12.1M). RWIFX pays higher dividends than SESGX: RWIFX (1.94) vs SESGX (0.51). RWIFX was incepted earlier than SESGX: RWIFX (23 years) vs SESGX (9 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (7.12). RWIFX has a lower initial minimum investment than SESGX: RWIFX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 16.83 vs. RWIFX (7.41). SESGX return over 5 years is better than : 57.37 vs. RWIFX (33.89).
| RWIFX | SESGX | RWIFX / SESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.358 | 2.316 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 12.1M | 1,057,851% |
| Annual Yield % from dividends | 1.94 | 0.51 | 383% |
| Returns for 1 year | 7.41 | 16.83 | 44% |
| Returns for 3 years | 17.26 | 35.09 | 49% |
| Returns for 5 years | 33.89 | 57.37 | 59% |
| Returns for 10 years | 46.04 | N/A | - |
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