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CWGFX vs SESGX
CWGFX vs SESGX Comparison
Open Charts CWGFX vs SESGX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Sit ESG Growth S
Price$25.05
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets13.49M
CWGFX vs SESGX Comparison Chart in %
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CWGFX vs. SESGX commentary
Sep 10, 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 SESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. SESGX (13.5M). CWGFX pays higher dividends than SESGX: CWGFX (1.39) vs SESGX (0.31). 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 (3.31). 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 : 20.21 vs. CWGFX (15.54). SESGX return over 5 years is better than : 71.00 vs. CWGFX (48.28).
| 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 | 16.671 | 13.760 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 13.5M | 1,022,222% |
| Annual Yield % from dividends | 1.39 | 0.31 | 446% |
| Returns for 1 year | 15.54 | 20.21 | 77% |
| Returns for 3 years | 49.28 | 67.21 | 73% |
| Returns for 5 years | 48.28 | 71.00 | 68% |
| Returns for 10 years | 76.04 | N/A | - |
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