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RWIFX vs SESGX
RWIFX vs SESGX Comparison
Open Charts RWIFX vs SESGX
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Sit ESG Growth S
Price$25.65
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets13.84M
RWIFX vs SESGX Comparison Chart in %
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RWIFX vs. SESGX commentary
Oct 19, 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 RWIFX is a Hold and SESGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. SESGX (13.8M). RWIFX pays higher dividends than SESGX: RWIFX (1.64) vs SESGX (0.30). RWIFX was incepted earlier than SESGX: RWIFX (23 years) vs SESGX (9 years). SESGX (1.50) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SESGX (3.88). RWIFX has a lower initial minimum investment than SESGX: RWIFX (250) vs SESGX (5000). SESGX annual gain was more profitable for investors over the last year : 15.06 vs. RWIFX (11.13). SESGX return over 5 years is better than : 72.90 vs. RWIFX (52.48).
| RWIFX | SESGX | RWIFX / SESGX | |
| Total Expense Ratio | 0.46 | 1.25 | 37% |
| Annual Report Gross Expense Ratio | 0.46 | 1.50 | 31% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 20.250 | 16.485 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8M | 1,021,739% |
| Annual Yield % from dividends | 1.64 | 0.30 | 543% |
| Returns for 1 year | 11.13 | 15.06 | 74% |
| Returns for 3 years | 68.41 | 84.85 | 81% |
| Returns for 5 years | 52.48 | 72.90 | 72% |
| Returns for 10 years | 79.35 | N/A | - |
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