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CWIEX vs IESGX
CWIEX vs IESGX Comparison
Open Charts CWIEX vs IESGX
American Funds Capital World Gr&Inc 529E
Price$72.94
Change-$1.17 (-1.58%)
VolumeN/A
Net Assets142.37B
Sit ESG Growth I
Price$25.74
Change-$0.31 (-1.19%)
VolumeN/A
Net Assets13.86M
CWIEX vs IESGX Comparison Chart in %
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CWIEX vs. IESGX commentary
Feb 06, 2026
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 Buy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. IESGX (13.9M). CWIEX pays higher dividends than IESGX: CWIEX (1.24) vs IESGX (0.54). CWIEX was incepted earlier than IESGX: CWIEX (24 years) vs IESGX (10 years). IESGX (1.01) and CWIEX (1.00) have similar cost to investors . 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 : 16.41 vs. CWIEX (14.26). IESGX return over 5 years is better than : 60.60 vs. CWIEX (30.13).
| CWIEX | IESGX | CWIEX / IESGX | |
| Total Expense Ratio | 1.00 | 1.01 | 99% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.336 | -0.837 | -518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 13.9M | 1,021,583% |
| Annual Yield % from dividends | 1.24 | 0.54 | 232% |
| Returns for 1 year | 14.26 | 16.41 | 87% |
| Returns for 3 years | 41.28 | 67.27 | 61% |
| Returns for 5 years | 30.13 | 60.60 | 50% |
| Returns for 10 years | 117.86 | N/A | - |
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