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CWIEX vs IESGX
CWIEX vs IESGX Comparison
Open Charts CWIEX vs IESGX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Sit ESG Growth I
Price$25.94
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
CWIEX vs IESGX Comparison Chart in %
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CWIEX vs. IESGX commentary
Oct 19, 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 CWIEX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. IESGX (13.8M). CWIEX pays higher dividends than IESGX: CWIEX (1.17) vs IESGX (0.50). CWIEX was incepted earlier than IESGX: CWIEX (24 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.88). CWIEX has a lower initial minimum investment than IESGX: CWIEX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 15.33 vs. CWIEX (10.48). IESGX return over 5 years is better than : 75.22 vs. CWIEX (52.18).
| CWIEX | IESGX | CWIEX / IESGX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 19.725 | 16.742 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8M | 1,021,739% |
| Annual Yield % from dividends | 1.17 | 0.50 | 235% |
| Returns for 1 year | 10.48 | 15.33 | 68% |
| Returns for 3 years | 66.72 | 86.27 | 77% |
| Returns for 5 years | 52.18 | 75.22 | 69% |
| Returns for 10 years | 95.26 | N/A | - |
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