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RWIFX vs SESGX
RWIFX vs SESGX Comparison
Open Charts RWIFX vs SESGX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
RWIFX vs SESGX Comparison Chart in %
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RWIFX vs. SESGX commentary
Jul 07, 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 Buy and SESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. SESGX (13.1M). RWIFX pays higher dividends than SESGX: RWIFX (1.72) vs SESGX (0.32). 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 (3.31). 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 : 14.37 vs. RWIFX (9.68). SESGX return over 5 years is better than : 78.32 vs. RWIFX (54.61).
| 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 | 13.737 | 9.991 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 13.1M | 1,038,168% |
| Annual Yield % from dividends | 1.72 | 0.32 | 535% |
| Returns for 1 year | 9.68 | 14.37 | 67% |
| Returns for 3 years | 51.39 | 65.26 | 79% |
| Returns for 5 years | 54.61 | 78.32 | 70% |
| Returns for 10 years | 64.73 | N/A | - |
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