Interact to see
Advertisement
Advertisement
CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$70.82
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
Trillium ESG Global Equity Institutional
Price$60.12
Change+$0.40 (+0.67%)
VolumeN/A
Net Assets820.83M
CWGCX vs PORIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. PORIX commentary
Jul 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 CWGCX is a Buy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. PORIX (821M). CWGCX pays higher dividends than PORIX: CWGCX (0.83) vs PORIX (0.76). 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 : 8.10 vs. PORIX (-3.94). CWGCX return over 5 years is better than : 45.26 vs. PORIX (27.75).
| 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 | 13.262 | 9.317 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 821M | 16,565% |
| Annual Yield % from dividends | 0.83 | 0.76 | 109% |
| Returns for 1 year | 8.10 | -3.94 | -206% |
| Returns for 3 years | 49.71 | 14.99 | 332% |
| Returns for 5 years | 45.26 | 27.75 | 163% |
| Returns for 10 years | 54.19 | 63.92 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement