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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$26.46
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets14.04M
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
IESGX vs RWIFX Comparison Chart in %
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IESGX vs. RWIFX commentary
Dec 27, 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: 142B vs. IESGX (14M). RWIFX pays higher dividends than IESGX: RWIFX (1.59) vs IESGX (0.49). IESGX was incepted earlier than RWIFX: IESGX (9 years) vs RWIFX (24 years). IESGX (1.01) 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 : 16.87 vs. RWIFX (12.56). IESGX return over 5 years is better than : 68.29 vs. RWIFX (32.63).
| IESGX | RWIFX | IESGX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.01 | 0.46 | 220% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 19.082 | 14.593 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14M | 142B | 0% |
| Annual Yield % from dividends | 0.49 | 1.59 | 31% |
| Returns for 1 year | 16.87 | 12.56 | 134% |
| Returns for 3 years | 81.08 | 47.35 | 171% |
| Returns for 5 years | 68.29 | 32.63 | 209% |
| Returns for 10 years | N/A | 76.69 | - |
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