Interact to see
Advertisement
Advertisement
CWIFX vs SESGX
CWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Sit ESG Growth S
Price$25.05
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets13.49M
CWIFX vs SESGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. SESGX commentary
Sep 10, 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: 138B vs. SESGX (13.5M). CWIFX pays higher dividends than SESGX: CWIFX (1.57) vs SESGX (0.31). 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 : 20.21 vs. CWIFX (15.74). SESGX return over 5 years is better than : 71.00 vs. CWIFX (53.52).
| 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 | 16.830 | 13.760 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 13.5M | 1,022,222% |
| Annual Yield % from dividends | 1.57 | 0.31 | 503% |
| Returns for 1 year | 15.74 | 20.21 | 78% |
| Returns for 3 years | 51.54 | 67.21 | 77% |
| Returns for 5 years | 53.52 | 71.00 | 75% |
| Returns for 10 years | 103.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers