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CWGCX vs IESGX
CWGCX vs IESGX Comparison
Open Charts CWGCX vs IESGX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Sit ESG Growth I
Price$26.19
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets13.88M
CWGCX vs IESGX Comparison Chart in %
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CWGCX vs. IESGX commentary
Nov 14, 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 StrongBuy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. IESGX (13.9M). 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 (1.25). 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 : 15.83 vs. CWGCX (12.61). IESGX return over 5 years is better than : 69.99 vs. CWGCX (41.08).
| 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 | 20.452 | 17.867 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 13.9M | 1,035,971% |
| Annual Yield % from dividends | 0.75 | 0.49 | 153% |
| Returns for 1 year | 12.61 | 15.83 | 80% |
| Returns for 3 years | 51.03 | 73.52 | 69% |
| Returns for 5 years | 41.08 | 69.99 | 59% |
| Returns for 10 years | 75.46 | N/A | - |
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