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CWIEX vs SESGX
CWIEX vs SESGX Comparison
Open Charts CWIEX vs SESGX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth S
Price$26.27
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets14.04M
CWIEX vs SESGX Comparison Chart in %
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CWIEX vs. SESGX 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 SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SESGX (14M). CWIEX pays higher dividends than SESGX: CWIEX (1.14) vs SESGX (0.30). CWIEX was incepted earlier than SESGX: CWIEX (24 years) vs SESGX (9 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 : 16.96 vs. CWIEX (12.16). SESGX return over 5 years is better than : 66.88 vs. CWIEX (32.24).
| 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 | 9 years | - |
| Gain YTD | 14.199 | 19.301 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14M | 1,014,286% |
| Annual Yield % from dividends | 1.14 | 0.30 | 385% |
| Returns for 1 year | 12.16 | 16.96 | 72% |
| Returns for 3 years | 45.09 | 81.18 | 56% |
| Returns for 5 years | 32.24 | 66.88 | 48% |
| Returns for 10 years | 90.09 | N/A | - |
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