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RWIFX vs SESGX
RWIFX vs SESGX Comparison
Open Charts RWIFX vs SESGX
American Funds Capital World Gr&Inc R5
Price$65.46
Change-$4.74 (-6.75%)
VolumeN/A
CapitalizationN/A
Sit ESG Growth S
Price$22.51
Change-$0.18 (-0.79%)
VolumeN/A
CapitalizationN/A
RWIFX vs SESGX Comparison Chart
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RWIFX vs. SESGX commentary
Dec 19, 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 RWIFX is a Buy and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B 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 (8 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 : 24.33 vs. RWIFX (12.33). SESGX return over 5 years is better than : 64.70 vs. RWIFX (33.65).
| RWIFX | SESGX | RWIFX / SESGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 10.727 | 23.181 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 12.1M | 1,074,380% |
| Annual Yield % from dividends | 1.94 | 0.51 | 383% |
| Returns for 1 year | 12.33 | 24.33 | 51% |
| Returns for 3 years | 10.56 | 23.33 | 45% |
| Returns for 5 years | 33.65 | 64.70 | 52% |
| Returns for 10 years | 49.13 | N/A | - |