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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Sit ESG Growth S
Price$25.89
Change-$0.44 (-1.67%)
VolumeN/A
Net Assets14.11M
CWGFX vs SESGX Comparison Chart in %
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CWGFX vs. SESGX 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. SESGX (14.1M). CWGFX pays higher dividends than SESGX: CWGFX (1.32) vs SESGX (0.30). CWGFX was incepted earlier than SESGX: CWGFX (25 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). CWGFX has a lower initial minimum investment than SESGX: CWGFX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 17.01 vs. CWGFX (14.99). SESGX return over 5 years is better than : 70.62 vs. CWGFX (47.60).
| CWGFX | SESGX | CWGFX / SESGX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.50 | 53% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 23.373 | 19.573 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 14.1M | 1,021,277% |
| Annual Yield % from dividends | 1.32 | 0.30 | 447% |
| Returns for 1 year | 14.99 | 17.01 | 88% |
| Returns for 3 years | 55.97 | 73.70 | 76% |
| Returns for 5 years | 47.60 | 70.62 | 67% |
| Returns for 10 years | 85.73 | N/A | - |
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