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CWIFX vs SESGX
CWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth S
Price$26.27
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets14.04M
CWIFX vs SESGX Comparison Chart in %
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CWIFX vs. SESGX commentary
Dec 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 Hold and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. SESGX (14M). CWIFX pays higher dividends than SESGX: CWIFX (1.48) vs SESGX (0.30). CWIFX was incepted earlier than SESGX: CWIFX (23 years) vs SESGX (9 years). SESGX (1.26) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). 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 : 16.96 vs. CWIFX (12.48). SESGX return over 5 years is better than : 66.88 vs. CWIFX (34.75).
| CWIFX | SESGX | CWIFX / SESGX | |
| Total Expense Ratio | 0.86 | 1.26 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 1.26 | 68% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.543 | 19.301 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14M | 1,014,286% |
| Annual Yield % from dividends | 1.48 | 0.30 | 500% |
| Returns for 1 year | 12.48 | 16.96 | 74% |
| Returns for 3 years | 46.67 | 81.18 | 57% |
| Returns for 5 years | 34.75 | 66.88 | 52% |
| Returns for 10 years | 98.10 | N/A | - |
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