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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
Trillium ESG Global Equity Institutional
Price$60.09
Change+$0.32 (+0.54%)
VolumeN/A
Net Assets813.32M
CWGCX vs PORIX Comparison Chart in %
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CWGCX vs. PORIX commentary
Aug 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 StrongBuy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. PORIX (813M). CWGCX pays higher dividends than PORIX: CWGCX (0.84) vs PORIX (0.77). CWGCX was incepted earlier than PORIX: CWGCX (24 years) vs PORIX (18 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 : 15.52 vs. PORIX (3.12). CWGCX return over 5 years is better than : 42.47 vs. PORIX (24.00).
| CWGCX | PORIX | CWGCX / PORIX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.49 | 0.99 | 151% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.022 | 9.409 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 813M | 16,605% |
| Annual Yield % from dividends | 0.84 | 0.77 | 108% |
| Returns for 1 year | 15.52 | 3.12 | 498% |
| Returns for 3 years | 40.04 | 7.21 | 555% |
| Returns for 5 years | 42.47 | 24.00 | 177% |
| Returns for 10 years | 54.64 | 64.62 | 85% |
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