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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth I
Price$26.46
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets14.04M
CWGCX vs IESGX Comparison Chart in %
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CWGCX vs. IESGX commentary
Dec 27, 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 CWGCX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. IESGX (14M). CWGCX pays higher dividends than IESGX: CWGCX (0.75) vs IESGX (0.49). CWGCX was incepted earlier than IESGX: CWGCX (25 years) vs IESGX (9 years). CWGCX (1.49) is less costly to investors than IESGX (1.01). CWGCX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.88). CWGCX has a lower initial minimum investment than IESGX: CWGCX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 16.87 vs. CWGCX (11.58). IESGX return over 5 years is better than : 68.29 vs. CWGCX (27.30).
| CWGCX | IESGX | CWGCX / IESGX | |
| Total Expense Ratio | 1.49 | 1.01 | 148% |
| Annual Report Gross Expense Ratio | 1.49 | 1.01 | 148% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 13.625 | 19.082 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14M | 1,014,286% |
| Annual Yield % from dividends | 0.75 | 0.49 | 152% |
| Returns for 1 year | 11.58 | 16.87 | 69% |
| Returns for 3 years | 42.94 | 81.08 | 53% |
| Returns for 5 years | 27.30 | 68.29 | 40% |
| Returns for 10 years | 69.41 | N/A | - |
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