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CWIFX vs IESGX
CWIFX vs IESGX Comparison
Open Charts CWIFX vs IESGX
American Funds Capital World Gr&Inc 529F
Price$73.08
Change-$1.17 (-1.58%)
VolumeN/A
Net Assets142.37B
Sit ESG Growth I
Price$25.74
Change-$0.31 (-1.19%)
VolumeN/A
Net Assets13.86M
CWIFX vs IESGX Comparison Chart in %
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CWIFX vs. IESGX commentary
Feb 06, 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 CWIFX is a Buy and IESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. IESGX (13.9M). CWIFX pays higher dividends than IESGX: CWIFX (1.59) vs IESGX (0.54). CWIFX was incepted earlier than IESGX: CWIFX (23 years) vs IESGX (10 years). IESGX (1.01) 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 : 16.41 vs. CWIFX (14.71). IESGX return over 5 years is better than : 60.60 vs. CWIFX (32.71).
| CWIFX | IESGX | CWIFX / IESGX | |
| Total Expense Ratio | 0.86 | 1.01 | 85% |
| Annual Report Gross Expense Ratio | 0.86 | 1.01 | 85% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.372 | -0.837 | -522% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 13.9M | 1,021,583% |
| Annual Yield % from dividends | 1.59 | 0.54 | 297% |
| Returns for 1 year | 14.71 | 16.41 | 90% |
| Returns for 3 years | 42.95 | 67.27 | 64% |
| Returns for 5 years | 32.71 | 60.60 | 54% |
| Returns for 10 years | 127.21 | N/A | - |
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