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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$74.87
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Trillium ESG Global Equity Institutional
Price$62.72
Change-$0.37 (-0.59%)
VolumeN/A
Net Assets815.65M
CWGCX vs PORIX Comparison Chart in %
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CWGCX vs. PORIX commentary
Oct 08, 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 CWGCX is a Buy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. PORIX (816M). CWGCX (0.77) and PORIX (0.74) have matching dividends . CWGCX was incepted earlier than PORIX: CWGCX (25 years) vs PORIX (19 years). CWGCX (1.49) is less costly to investors than PORIX (0.99). CWGCX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). CWGCX has a lower initial minimum investment than PORIX: CWGCX (250) vs PORIX (100000). CWGCX annual gain was more profitable for investors over the last year : 11.38 vs. PORIX (1.12). CWGCX return over 5 years is better than : 47.79 vs. PORIX (23.43).
| CWGCX | PORIX | CWGCX / PORIX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.49 | 0.99 | 151% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 19.987 | 15.486 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 816M | 17,402% |
| Annual Yield % from dividends | 0.77 | 0.74 | 104% |
| Returns for 1 year | 11.38 | 1.12 | 1,012% |
| Returns for 3 years | 65.71 | 31.70 | 207% |
| Returns for 5 years | 47.79 | 23.43 | 204% |
| Returns for 10 years | 73.61 | 82.80 | 89% |
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