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FWGIX vs IESGX
FWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
FWGIX vs IESGX Comparison Chart in %
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FWGIX vs. IESGX commentary
Jul 07, 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 FWGIX is a Buy and IESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. IESGX (13.1M). FWGIX pays higher dividends than IESGX: FWGIX (1.77) vs IESGX (0.53). FWGIX was incepted earlier than IESGX: FWGIX (8 years) vs IESGX (9 years). IESGX (1.25) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). IESGX has a lower initial minimum investment than FWGIX: IESGX (100000) vs FWGIX (1000000). IESGX annual gain was more profitable for investors over the last year : 14.67 vs. FWGIX (9.74). IESGX return over 5 years is better than : 80.77 vs. FWGIX (54.88).
| FWGIX | IESGX | FWGIX / IESGX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.25 | 33% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 13.775 | 10.171 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 13.1M | 1,038,168% |
| Annual Yield % from dividends | 1.77 | 0.53 | 331% |
| Returns for 1 year | 9.74 | 14.67 | 66% |
| Returns for 3 years | 51.57 | 66.63 | 77% |
| Returns for 5 years | 54.88 | 80.77 | 68% |
| Returns for 10 years | N/A | N/A | - |
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