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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$25.94
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
IESGX vs RWIFX Comparison Chart in %
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IESGX vs. RWIFX commentary
Oct 19, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. IESGX (13.8M). RWIFX pays higher dividends than IESGX: RWIFX (1.64) vs IESGX (0.50). IESGX was incepted earlier than RWIFX: IESGX (9 years) vs RWIFX (23 years). IESGX (1.25) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.88). RWIFX has a lower initial minimum investment than IESGX: RWIFX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 15.33 vs. RWIFX (11.13). IESGX return over 5 years is better than : 75.22 vs. RWIFX (52.48).
| IESGX | RWIFX | IESGX / RWIFX | |
| Total Expense Ratio | 1.00 | 0.46 | 217% |
| Annual Report Gross Expense Ratio | 1.25 | 0.46 | 272% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 16.742 | 20.250 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8M | 141B | 0% |
| Annual Yield % from dividends | 0.50 | 1.64 | 31% |
| Returns for 1 year | 15.33 | 11.13 | 138% |
| Returns for 3 years | 86.27 | 68.41 | 126% |
| Returns for 5 years | 75.22 | 52.48 | 143% |
| Returns for 10 years | N/A | 79.35 | - |
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