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CWIEX vs IESGX
CWIEX vs IESGX Comparison
Open Charts CWIEX vs IESGX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Sit ESG Growth I
Price$26.19
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets13.88M
CWIEX vs IESGX Comparison Chart in %
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CWIEX vs. IESGX 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 CWIEX is a StrongBuy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. IESGX (13.9M). CWIEX pays higher dividends than IESGX: CWIEX (1.15) vs IESGX (0.49). 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 : 15.83 vs. CWIEX (13.18). IESGX return over 5 years is better than : 69.99 vs. CWIEX (46.58).
| 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 | 20.939 | 17.867 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 13.9M | 1,035,971% |
| Annual Yield % from dividends | 1.15 | 0.49 | 235% |
| Returns for 1 year | 13.18 | 15.83 | 83% |
| Returns for 3 years | 53.98 | 73.52 | 73% |
| Returns for 5 years | 46.58 | 69.99 | 67% |
| Returns for 10 years | 99.00 | N/A | - |
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