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IESGX vs RWIFX
IESGX vs RWIFX Comparison
Open Charts IESGX vs RWIFX
Sit ESG Growth I
Price$25.74
Change-$0.31 (-1.19%)
VolumeN/A
Net Assets13.86M
American Funds Capital World Gr&Inc R5
Price$73.47
Change-$1.18 (-1.58%)
VolumeN/A
Net Assets142.37B
IESGX vs RWIFX Comparison Chart in %
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IESGX vs. RWIFX commentary
Feb 06, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. IESGX (13.9M). RWIFX pays higher dividends than IESGX: RWIFX (1.70) vs IESGX (0.54). IESGX was incepted earlier than RWIFX: IESGX (10 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 : 16.41 vs. RWIFX (14.94). IESGX return over 5 years is better than : 60.60 vs. RWIFX (30.82).
| IESGX | RWIFX | IESGX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.01 | 0.46 | 220% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -0.837 | 4.391 | -19% |
| 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 | 142B | 0% |
| Annual Yield % from dividends | 0.54 | 1.70 | 32% |
| Returns for 1 year | 16.41 | 14.94 | 110% |
| Returns for 3 years | 67.27 | 43.77 | 154% |
| Returns for 5 years | 60.60 | 30.82 | 197% |
| Returns for 10 years | N/A | 101.64 | - |
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