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CWIEX vs SESGX
CWIEX vs SESGX Comparison
Open Charts CWIEX vs SESGX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Sit ESG Growth S
Price$25.92
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets14.09M
CWIEX vs SESGX Comparison Chart in %
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CWIEX vs. SESGX commentary
Feb 05, 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 SESGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SESGX (14.1M). CWIEX pays higher dividends than SESGX: CWIEX (1.24) vs SESGX (0.32). CWIEX was incepted earlier than SESGX: CWIEX (24 years) vs SESGX (10 years). SESGX (1.26) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). CWIEX has a lower initial minimum investment than SESGX: CWIEX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 17.55 vs. CWIEX (15.93). SESGX return over 5 years is better than : 60.08 vs. CWIEX (31.71).
| CWIEX | SESGX | CWIEX / SESGX | |
| Total Expense Ratio | 1.00 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.00 | 1.26 | 79% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.913 | -0.384 | -1,278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14.1M | 1,007,092% |
| Annual Yield % from dividends | 1.24 | 0.32 | 393% |
| Returns for 1 year | 15.93 | 17.55 | 91% |
| Returns for 3 years | 42.06 | 66.80 | 63% |
| Returns for 5 years | 31.71 | 60.08 | 53% |
| Returns for 10 years | 119.07 | N/A | - |
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