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CWIFX vs SESGX
CWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGX
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
CWIFX vs SESGX Comparison Chart in %
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CWIFX vs. SESGX commentary
Jul 07, 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 Buy and SESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. SESGX (13.1M). CWIFX pays higher dividends than SESGX: CWIFX (1.60) vs SESGX (0.32). CWIFX was incepted earlier than SESGX: CWIFX (23 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.31). CWIFX has a lower initial minimum investment than SESGX: CWIFX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 14.37 vs. CWIFX (9.49). SESGX return over 5 years is better than : 78.32 vs. CWIFX (58.16).
| CWIFX | SESGX | CWIFX / SESGX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.50 | 57% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.657 | 9.991 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 13.1M | 1,038,168% |
| Annual Yield % from dividends | 1.60 | 0.32 | 498% |
| Returns for 1 year | 9.49 | 14.37 | 66% |
| Returns for 3 years | 52.32 | 65.26 | 80% |
| Returns for 5 years | 58.16 | 78.32 | 74% |
| Returns for 10 years | 87.92 | N/A | - |