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RWIFX vs SESGX
RWIFX vs SESGX Comparison
Open Charts RWIFX vs SESGX
American Funds Capital World Gr&Inc R5
Price$61.43
Change+$0.56 (+0.92%)
VolumeN/A
Net Assets118.23B
Sit ESG Growth S
Price$21.08
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets11.21M
RWIFX vs SESGX Comparison Chart
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RWIFX vs. SESGX commentary
Apr 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 RWIFX is a Buy and SESGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 118B vs. SESGX (11.2M). RWIFX pays higher dividends than SESGX: RWIFX (1.93) vs SESGX (0.36). 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 : 8.77 vs. RWIFX (-1.41). SESGX return over 5 years is better than : 74.35 vs. RWIFX (50.20).
| 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 | -2.987 | -5.086 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 11.2M | 1,053,571% |
| Annual Yield % from dividends | 1.93 | 0.36 | 531% |
| Returns for 1 year | -1.41 | 8.77 | -16% |
| Returns for 3 years | 12.11 | 27.05 | 45% |
| Returns for 5 years | 50.20 | 74.35 | 68% |
| Returns for 10 years | 35.67 | N/A | - |
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