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FCWGX vs SESGX
FCWGX vs SESGX Comparison
Open Charts FCWGX vs SESGX
American Funds Capital World Gr&Inc529F2
Price$77.37
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
Sit ESG Growth S
Price$26.13
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets13.97M
FCWGX vs SESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. SESGX (14M). FCWGX pays higher dividends than SESGX: FCWGX (1.55) vs SESGX (0.30). FCWGX was incepted earlier than SESGX: FCWGX (5 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). FCWGX has a lower initial minimum investment than SESGX: FCWGX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 15.32 vs. FCWGX (12.92). SESGX return over 5 years is better than : 67.09 vs. FCWGX (46.38).
| FCWGX | SESGX | FCWGX / SESGX | |
| Total Expense Ratio | 0.52 | 1.25 | 42% |
| Annual Report Gross Expense Ratio | 0.52 | 1.50 | 35% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 22.300 | 18.211 | 122% |
| 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 | 1.55 | 0.30 | 523% |
| Returns for 1 year | 12.92 | 15.32 | 84% |
| Returns for 3 years | 51.62 | 66.62 | 77% |
| Returns for 5 years | 46.38 | 67.09 | 69% |
| Returns for 10 years | N/A | N/A | - |
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