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RWIFX vs SESGX
RWIFX vs SESGX Comparison
Open Charts RWIFX vs SESGX
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
RWIFX vs SESGX Comparison Chart
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RWIFX vs. SESGX commentary
Jan 19, 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: 127B vs. SESGX (11.9M). 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 : 20.37 vs. RWIFX (11.29). SESGX return over 5 years is better than : 55.87 vs. RWIFX (28.93).
| 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 | 2.077 | 1.272 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 11.9M | 1,067,227% |
| Annual Yield % from dividends | 1.94 | 0.51 | 383% |
| Returns for 1 year | 11.29 | 20.37 | 55% |
| Returns for 3 years | 9.29 | 25.13 | 37% |
| Returns for 5 years | 28.93 | 55.87 | 52% |
| Returns for 10 years | 49.38 | N/A | - |
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