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CWIFX vs IESGX
CWIFX vs IESGX Comparison
Open Charts CWIFX vs IESGX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Sit ESG Growth I
Price$25.94
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
CWIFX vs IESGX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. IESGX (13.8M). CWIFX pays higher dividends than IESGX: CWIFX (1.53) vs IESGX (0.50). CWIFX was incepted earlier than IESGX: CWIFX (23 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.88). CWIFX has a lower initial minimum investment than IESGX: CWIFX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 15.33 vs. CWIFX (10.94). IESGX return over 5 years is better than : 75.22 vs. CWIFX (55.22).
| CWIFX | IESGX | CWIFX / IESGX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 20.108 | 16.742 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8M | 1,021,739% |
| Annual Yield % from dividends | 1.53 | 0.50 | 305% |
| Returns for 1 year | 10.94 | 15.33 | 71% |
| Returns for 3 years | 68.69 | 86.27 | 80% |
| Returns for 5 years | 55.22 | 75.22 | 73% |
| Returns for 10 years | 103.66 | N/A | - |
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