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FWCGX vs IESGX
FWCGX vs IESGX Comparison
Open Charts FWCGX vs IESGX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Sit ESG Growth I
Price$23.43
Change-$0.33 (-1.39%)
VolumeN/A
Net Assets12.48M
FWCGX vs IESGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. IESGX (12.5M). FWCGX pays higher dividends than IESGX: FWCGX (1.81) vs IESGX (0.56). 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 : 11.25 vs. FWCGX (6.64).
| 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 | 9.155 | 5.446 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.5M | 1,048,000% |
| Annual Yield % from dividends | 1.81 | 0.56 | 324% |
| Returns for 1 year | 6.64 | 11.25 | 59% |
| Returns for 3 years | 46.75 | 64.65 | 72% |
| Returns for 5 years | N/A | 77.46 | - |
| Returns for 10 years | N/A | N/A | - |
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