CWIFX
Price
$72.19
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
SESGX
Price
$24.77
Change
+$0.04 (+0.16%)
Updated
Jul 25 closing price
Net Assets
13.4M
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CWIFX vs SESGX

Header iconCWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Sit ESG Growth S
Price$24.77
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets13.4M
CWIFX vs SESGX Comparison Chart in %
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CWIFX vs. SESGX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. SESGX (13.4M). 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 : 19.32 vs. CWIFX (13.93). SESGX return over 5 years is better than : 78.26 vs. CWIFX (56.36).
CWIFXSESGXCWIFX / SESGX
Total Expense Ratio0.861.2569%
Annual Report Gross Expense Ratio0.861.5057%
Fund Existence23 years9 years-
Gain YTD15.10812.489121%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets137B13.4M1,022,388%
Annual Yield % from dividends1.600.32498%
Returns for 1 year13.9319.3272%
Returns for 3 years53.1366.2280%
Returns for 5 years56.3678.2672%
Returns for 10 years88.17N/A-
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