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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$25.18
Change-$0.16 (-0.63%)
VolumeN/A
Net Assets13.48M
American Funds Capital World Gr&Inc R5
Price$72.40
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
IESGX vs RWIFX Comparison Chart in %
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IESGX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. IESGX (13.5M). RWIFX pays higher dividends than IESGX: RWIFX (1.72) vs IESGX (0.53). 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 (3.31). 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 : 15.16 vs. RWIFX (9.80). IESGX return over 5 years is better than : 73.27 vs. RWIFX (48.04).
| 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 | 13.321 | 14.992 | 89% |
| 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 | 1.72 | 31% |
| Returns for 1 year | 15.16 | 9.80 | 155% |
| Returns for 3 years | 59.18 | 44.22 | 134% |
| Returns for 5 years | 73.27 | 48.04 | 153% |
| Returns for 10 years | N/A | 74.20 | - |
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