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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Sit ESG Growth I
Price$26.19
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets13.88M
CWGFX vs IESGX Comparison Chart in %
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CWGFX 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 CWGFX is a StrongBuy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. IESGX (13.9M). CWGFX pays higher dividends than IESGX: CWGFX (1.32) vs IESGX (0.49). CWGFX was incepted earlier than IESGX: CWGFX (25 years) vs IESGX (9 years). IESGX (1.25) 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 : 17.26 vs. CWGFX (14.99). IESGX return over 5 years is better than : 72.85 vs. CWGFX (47.60).
| CWGFX | IESGX | CWGFX / IESGX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 23.373 | 19.847 | 118% |
| 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 | 1.32 | 0.49 | 270% |
| Returns for 1 year | 14.99 | 17.26 | 87% |
| Returns for 3 years | 55.97 | 74.96 | 75% |
| Returns for 5 years | 47.60 | 72.85 | 65% |
| Returns for 10 years | 85.73 | N/A | - |
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