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CWGFX vs IESGX
CWGFX vs IESGX Comparison
Open Charts CWGFX vs IESGX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth I
Price$26.52
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets14.04M
CWGFX vs IESGX Comparison Chart in %
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CWGFX vs. IESGX 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 CWGFX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. IESGX (14M). CWGFX pays higher dividends than IESGX: CWGFX (1.31) vs IESGX (0.49). CWGFX was incepted earlier than IESGX: CWGFX (25 years) vs IESGX (9 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 : 16.98 vs. CWGFX (12.25). IESGX return over 5 years is better than : 68.67 vs. CWGFX (30.86).
| 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 | 9 years | - |
| Gain YTD | 14.270 | 19.352 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14M | 1,014,286% |
| Annual Yield % from dividends | 1.31 | 0.49 | 267% |
| Returns for 1 year | 12.25 | 16.98 | 72% |
| Returns for 3 years | 45.89 | 82.23 | 56% |
| Returns for 5 years | 30.86 | 68.67 | 45% |
| Returns for 10 years | 74.27 | N/A | - |
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