CWIFX
Price
$75.10
Change
-$0.09 (-0.12%)
Updated
Oct 17 closing price
Net Assets
140.77B
IESGX
Price
$25.94
Change
+$0.10 (+0.39%)
Updated
Oct 17 closing price
Net Assets
13.84M
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CWIFX vs IESGX

Header iconCWIFX vs IESGX Comparison
Open Charts CWIFX vs IESGXBanner chart's image
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.

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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).
CWIFXIESGXCWIFX / IESGX
Total Expense Ratio0.861.0086%
Annual Report Gross Expense Ratio0.861.2569%
Fund Existence23 years9 years-
Gain YTD20.10816.742120%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B13.8M1,021,739%
Annual Yield % from dividends1.530.50305%
Returns for 1 year10.9415.3371%
Returns for 3 years68.6986.2780%
Returns for 5 years55.2275.2273%
Returns for 10 years103.66N/A-
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