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CWIFX vs SESGX
CWIFX vs SESGX Comparison
Open Charts CWIFX vs SESGX
American Funds Capital World Gr&Inc 529F
Price$68.91
Change+$0.49 (+0.72%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth S
Price$23.38
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets12.48M
CWIFX vs SESGX Comparison Chart
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CWIFX vs. SESGX commentary
Jun 17, 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: 131B vs. SESGX (12.5M). CWIFX pays higher dividends than SESGX: CWIFX (1.68) vs SESGX (0.34). 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 : 10.97 vs. CWIFX (6.46). SESGX return over 5 years is better than : 75.15 vs. CWIFX (57.58).
| 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 | 9.097 | 5.313 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 1.68 | 0.34 | 498% |
| Returns for 1 year | 6.46 | 10.97 | 59% |
| Returns for 3 years | 46.04 | 63.40 | 73% |
| Returns for 5 years | 57.58 | 75.15 | 77% |
| Returns for 10 years | 76.87 | N/A | - |
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