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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Sit ESG Growth I
Price$25.94
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
CWGCX vs IESGX Comparison Chart in %
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CWGCX vs. IESGX commentary
Oct 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 CWGCX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. IESGX (13.8M). CWGCX pays higher dividends than IESGX: CWGCX (0.77) vs IESGX (0.50). CWGCX was incepted earlier than IESGX: CWGCX (25 years) vs IESGX (9 years). CWGCX (1.49) is less costly to investors than IESGX (1.25). 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 : 15.33 vs. CWGCX (9.93). IESGX return over 5 years is better than : 75.22 vs. CWGCX (46.50).
| CWGCX | IESGX | CWGCX / IESGX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.25 | 119% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.298 | 16.742 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8M | 1,021,739% |
| Annual Yield % from dividends | 0.77 | 0.50 | 153% |
| Returns for 1 year | 9.93 | 15.33 | 65% |
| Returns for 3 years | 63.56 | 86.27 | 74% |
| Returns for 5 years | 46.50 | 75.22 | 62% |
| Returns for 10 years | 72.19 | N/A | - |
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