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IESGX vs RWBEX
IESGX vs RWBEX Comparison
Open Charts IESGX vs RWBEX
Sit ESG Growth I
Price$25.18
Change-$0.16 (-0.63%)
VolumeN/A
Net Assets13.48M
American Funds Capital World Gr&Inc R2E
Price$71.99
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
IESGX vs RWBEX Comparison Chart in %
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IESGX vs. RWBEX commentary
Aug 20, 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 IESGX is a StrongBuy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. IESGX (13.5M). RWBEX pays higher dividends than IESGX: RWBEX (1.06) vs IESGX (0.53). IESGX was incepted earlier than RWBEX: IESGX (9 years) vs RWBEX (11 years). IESGX (1.25) and RWBEX (1.21) have similar cost to investors . RWBEX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). RWBEX has a lower initial minimum investment than IESGX: RWBEX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 15.16 vs. RWBEX (8.97). IESGX return over 5 years is better than : 73.27 vs. RWBEX (44.11).
| IESGX | RWBEX | IESGX / RWBEX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.25 | 1.21 | 103% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 13.321 | 14.451 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 137B | 0% |
| Annual Yield % from dividends | 0.53 | 1.06 | 50% |
| Returns for 1 year | 15.16 | 8.97 | 169% |
| Returns for 3 years | 59.18 | 41.49 | 143% |
| Returns for 5 years | 73.27 | 44.11 | 166% |
| Returns for 10 years | N/A | 69.11 | - |
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