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CWIFX vs IESGX
CWIFX vs IESGX Comparison
Open Charts CWIFX vs IESGX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Sit ESG Growth I
Price$26.19
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets13.88M
CWIFX vs IESGX Comparison Chart in %
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CWIFX vs. IESGX commentary
Nov 14, 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 StrongBuy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. IESGX (13.9M). CWIFX pays higher dividends than IESGX: CWIFX (1.49) vs IESGX (0.49). 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 : 17.26 vs. CWIFX (15.20). IESGX return over 5 years is better than : 72.85 vs. CWIFX (52.22).
| 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 | 23.579 | 19.847 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 13.9M | 1,035,971% |
| Annual Yield % from dividends | 1.49 | 0.49 | 305% |
| Returns for 1 year | 15.20 | 17.26 | 88% |
| Returns for 3 years | 57.77 | 74.96 | 77% |
| Returns for 5 years | 52.22 | 72.85 | 72% |
| Returns for 10 years | 113.80 | N/A | - |
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