CWIEX
Price
$74.97
Change
-$0.09 (-0.12%)
Updated
Oct 17 closing price
Net Assets
140.97B
IESGX
Price
$25.94
Change
+$0.10 (+0.39%)
Updated
Oct 17 closing price
Net Assets
13.84M
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CWIEX vs IESGX

Header iconCWIEX vs IESGX Comparison
Open Charts CWIEX vs IESGXBanner chart's image
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.

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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).
CWIEXIESGXCWIEX / IESGX
Total Expense Ratio1.001.00100%
Annual Report Gross Expense Ratio1.001.2580%
Fund Existence24 years9 years-
Gain YTD19.72516.742118%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B13.8M1,021,739%
Annual Yield % from dividends1.170.50235%
Returns for 1 year10.4815.3368%
Returns for 3 years66.7286.2777%
Returns for 5 years52.1875.2269%
Returns for 10 years95.26N/A-
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