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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$26.19
Change-$0.44 (-1.65%)
VolumeN/A
Net Assets13.88M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
IESGX vs RWIFX Comparison Chart in %
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IESGX vs. RWIFX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. IESGX (13.9M). RWIFX pays higher dividends than IESGX: RWIFX (1.60) vs IESGX (0.49). IESGX was incepted earlier than RWIFX: IESGX (9 years) vs RWIFX (24 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 : 17.26 vs. RWIFX (15.39). IESGX return over 5 years is better than : 72.85 vs. RWIFX (49.55).
| 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 | 24 years | - |
| Gain YTD | 19.847 | 23.740 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 144B | 0% |
| Annual Yield % from dividends | 0.49 | 1.60 | 31% |
| Returns for 1 year | 17.26 | 15.39 | 112% |
| Returns for 3 years | 74.96 | 57.49 | 130% |
| Returns for 5 years | 72.85 | 49.55 | 147% |
| Returns for 10 years | N/A | 88.26 | - |
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