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IESGX vs RWIHX
IESGX vs RWIHX Comparison
Open Charts IESGX vs RWIHX
Sit ESG Growth I
Price$25.18
Change-$0.16 (-0.63%)
VolumeN/A
Net Assets13.48M
American Funds Capital World Gr&Inc R5E
Price$72.20
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets137.09B
IESGX vs RWIHX Comparison Chart in %
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IESGX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. IESGX (13.5M). RWIHX pays higher dividends than IESGX: RWIHX (1.64) vs IESGX (0.53). IESGX was incepted earlier than RWIHX: IESGX (9 years) vs RWIHX (10 years). IESGX (1.25) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. IESGX (3.31). RWIHX has a lower initial minimum investment than IESGX: RWIHX (250) vs IESGX (100000). IESGX annual gain was more profitable for investors over the last year : 15.16 vs. RWIHX (9.68). IESGX return over 5 years is better than : 73.27 vs. RWIHX (47.46).
| IESGX | RWIHX | IESGX / RWIHX | |
| Total Expense Ratio | 1.00 | 0.56 | 179% |
| Annual Report Gross Expense Ratio | 1.25 | 0.56 | 223% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 13.321 | 14.911 | 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 | 1.64 | 32% |
| Returns for 1 year | 15.16 | 9.68 | 157% |
| Returns for 3 years | 59.18 | 43.85 | 135% |
| Returns for 5 years | 73.27 | 47.46 | 154% |
| Returns for 10 years | N/A | N/A | - |
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