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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$72.35
Change-$1.16 (-1.58%)
VolumeN/A
Net Assets142.37B
Sit ESG Growth I
Price$25.74
Change-$0.31 (-1.19%)
VolumeN/A
Net Assets13.86M
CWGCX vs IESGX Comparison Chart in %
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CWGCX vs. IESGX commentary
Feb 06, 2026
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 Buy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. IESGX (13.9M). CWGCX pays higher dividends than IESGX: CWGCX (0.84) vs IESGX (0.54). CWGCX was incepted earlier than IESGX: CWGCX (25 years) vs IESGX (10 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 : 16.41 vs. CWGCX (13.64). IESGX return over 5 years is better than : 60.60 vs. CWGCX (25.24).
| 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 | 10 years | - |
| Gain YTD | 4.284 | -0.837 | -512% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 13.9M | 1,021,583% |
| Annual Yield % from dividends | 0.84 | 0.54 | 156% |
| Returns for 1 year | 13.64 | 16.41 | 83% |
| Returns for 3 years | 39.13 | 67.27 | 58% |
| Returns for 5 years | 25.24 | 60.60 | 42% |
| Returns for 10 years | 92.88 | N/A | - |
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