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RWIFX vs SESGX
RWIFX vs SESGX Comparison
Open Charts RWIFX vs SESGX
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
Sit ESG Growth S
Price$24.77
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets13.38M
RWIFX vs SESGX Comparison Chart in %
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RWIFX vs. SESGX commentary
Jul 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SESGX (13.4M). RWIFX pays higher dividends than SESGX: RWIFX (1.72) vs SESGX (0.32). RWIFX was incepted earlier than SESGX: RWIFX (23 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). 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 : 19.13 vs. RWIFX (14.13). SESGX return over 5 years is better than : 77.97 vs. RWIFX (52.85).
| RWIFX | SESGX | RWIFX / SESGX | |
| Total Expense Ratio | 0.46 | 1.25 | 37% |
| Annual Report Gross Expense Ratio | 0.46 | 1.50 | 31% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.198 | 12.307 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.4M | 1,022,388% |
| Annual Yield % from dividends | 1.72 | 0.32 | 535% |
| Returns for 1 year | 14.13 | 19.13 | 74% |
| Returns for 3 years | 52.17 | 65.95 | 79% |
| Returns for 5 years | 52.85 | 77.97 | 68% |
| Returns for 10 years | 64.97 | N/A | - |
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