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CWIEX vs IESGX
CWIEX vs IESGX Comparison
Open Charts CWIEX vs IESGX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth I
Price$26.52
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets14.04M
CWIEX vs IESGX Comparison Chart in %
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CWIEX vs. IESGX commentary
Dec 27, 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: 142B vs. IESGX (14M). CWIEX pays higher dividends than IESGX: CWIEX (1.14) vs IESGX (0.49). CWIEX was incepted earlier than IESGX: CWIEX (24 years) vs IESGX (9 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 : 16.98 vs. CWIEX (12.05). IESGX return over 5 years is better than : 68.67 vs. CWIEX (32.09).
| 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 | 9 years | - |
| Gain YTD | 14.072 | 19.352 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14M | 1,014,286% |
| Annual Yield % from dividends | 1.14 | 0.49 | 233% |
| Returns for 1 year | 12.05 | 16.98 | 71% |
| Returns for 3 years | 44.98 | 82.23 | 55% |
| Returns for 5 years | 32.09 | 68.67 | 47% |
| Returns for 10 years | 91.14 | N/A | - |
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