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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth S
Price$26.07
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets13.92M
CWGFX vs SESGX Comparison Chart in %
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CWGFX vs. SESGX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SESGX (13.9M). CWGFX pays higher dividends than SESGX: CWGFX (1.31) 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 : 15.32 vs. CWGFX (12.58). SESGX return over 5 years is better than : 67.09 vs. CWGFX (41.11).
| 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 | 21.970 | 18.211 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 13.9M | 1,021,583% |
| Annual Yield % from dividends | 1.31 | 0.30 | 442% |
| Returns for 1 year | 12.58 | 15.32 | 82% |
| Returns for 3 years | 49.31 | 66.62 | 74% |
| Returns for 5 years | 41.11 | 67.09 | 61% |
| Returns for 10 years | 79.52 | N/A | - |
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