FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
IESGX
Price
$24.48
Change
+$0.15 (+0.62%)
Updated
Jul 3 closing price
Net Assets
13.1M
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FWGIX vs IESGX

Header iconFWGIX vs IESGX Comparison
Open Charts FWGIX vs IESGXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Sit ESG Growth I
Price$24.48
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets13.1M
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.

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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).
FWGIXIESGXFWGIX / IESGX
Total Expense Ratio0.411.0041%
Annual Report Gross Expense Ratio0.411.2533%
Fund Existence8 years9 years-
Gain YTD13.77510.171135%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B13.1M1,038,168%
Annual Yield % from dividends1.770.53331%
Returns for 1 year9.7414.6766%
Returns for 3 years51.5766.6377%
Returns for 5 years54.8880.7768%
Returns for 10 yearsN/AN/A-
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