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FWCGX vs IESGX
FWCGX vs IESGX Comparison
Open Charts FWCGX vs IESGX
American Funds Capital World Gr&Inc529F3
Price$72.35
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Sit ESG Growth I
Price$25.18
Change-$0.16 (-0.63%)
VolumeN/A
Net Assets13.48M
FWCGX vs IESGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. IESGX (13.5M). FWCGX pays higher dividends than IESGX: FWCGX (1.73) vs IESGX (0.53). FWCGX was incepted earlier than IESGX: FWCGX (5 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). FWCGX has a lower initial minimum investment than IESGX: FWCGX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 15.16 vs. FWCGX (9.80).
| FWCGX | IESGX | FWCGX / IESGX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.25 | 38% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 14.987 | 13.321 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.5M | 1,014,815% |
| Annual Yield % from dividends | 1.73 | 0.53 | 328% |
| Returns for 1 year | 9.80 | 15.16 | 65% |
| Returns for 3 years | 45.87 | 59.18 | 78% |
| Returns for 5 years | N/A | 73.27 | - |
| Returns for 10 years | N/A | N/A | - |
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