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CWGCX vs SESGX
CWGCX vs SESGX Comparison
Open Charts CWGCX vs SESGX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth S
Price$26.27
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets14.04M
CWGCX vs SESGX Comparison Chart in %
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CWGCX vs. SESGX 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. SESGX (14M). CWGCX pays higher dividends than SESGX: CWGCX (0.75) vs SESGX (0.30). CWGCX was incepted earlier than SESGX: CWGCX (25 years) vs SESGX (9 years). CWGCX (1.49) is less costly to investors than SESGX (1.26). CWGCX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). CWGCX has a lower initial minimum investment than SESGX: CWGCX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 16.96 vs. CWGCX (11.67). SESGX return over 5 years is better than : 66.88 vs. CWGCX (27.43).
| CWGCX | SESGX | CWGCX / SESGX | |
| Total Expense Ratio | 1.49 | 1.26 | 118% |
| Annual Report Gross Expense Ratio | 1.49 | 1.26 | 118% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 13.737 | 19.301 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14M | 1,014,286% |
| Annual Yield % from dividends | 0.75 | 0.30 | 252% |
| Returns for 1 year | 11.67 | 16.96 | 69% |
| Returns for 3 years | 43.06 | 81.18 | 53% |
| Returns for 5 years | 27.43 | 66.88 | 41% |
| Returns for 10 years | 68.53 | N/A | - |
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