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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$73.21
Change-$1.17 (-1.57%)
VolumeN/A
Net Assets142.37B
Sit ESG Growth I
Price$25.74
Change-$0.31 (-1.19%)
VolumeN/A
Net Assets13.86M
CWGFX vs IESGX Comparison Chart in %
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CWGFX 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 CWGFX is a Buy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. IESGX (13.9M). CWGFX pays higher dividends than IESGX: CWGFX (1.41) vs IESGX (0.54). CWGFX was incepted earlier than IESGX: CWGFX (25 years) vs IESGX (10 years). IESGX (1.01) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.88). CWGFX has a lower initial minimum investment than IESGX: CWGFX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 16.41 vs. CWGFX (14.51). IESGX return over 5 years is better than : 60.60 vs. CWGFX (28.96).
| CWGFX | IESGX | CWGFX / IESGX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 4.349 | -0.837 | -519% |
| 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 | 1.41 | 0.54 | 264% |
| Returns for 1 year | 14.51 | 16.41 | 88% |
| Returns for 3 years | 42.23 | 67.27 | 63% |
| Returns for 5 years | 28.96 | 60.60 | 48% |
| Returns for 10 years | 98.72 | N/A | - |
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