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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
CWGFX vs IESGX Comparison Chart in %
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CWGFX vs. IESGX commentary
Sep 28, 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 Buy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. IESGX (13.7M). CWGFX pays higher dividends than IESGX: CWGFX (1.39) vs IESGX (0.52). 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 (3.31). 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 : 15.97 vs. CWGFX (9.37). IESGX return over 5 years is better than : 81.00 vs. CWGFX (54.88).
| 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 | 18.797 | 15.932 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 13.7M | 1,021,898% |
| Annual Yield % from dividends | 1.39 | 0.52 | 269% |
| Returns for 1 year | 9.37 | 15.97 | 59% |
| Returns for 3 years | 69.62 | 91.03 | 76% |
| Returns for 5 years | 54.88 | 81.00 | 68% |
| Returns for 10 years | 89.86 | N/A | - |
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