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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$62.89
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Institutional
Price$54.94
Change+$0.27 (+0.49%)
VolumeN/A
CapitalizationN/A
CWGCX vs PORIX Comparison Chart
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CWGCX vs. PORIX commentary
Dec 23, 2024
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: 125B vs. PORIX (846M). CWGCX pays higher dividends than PORIX: CWGCX (1.04) vs PORIX (0.83). CWGCX was incepted earlier than PORIX: CWGCX (24 years) vs PORIX (18 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. PORIX (10.00). 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 : 7.80 vs. PORIX (-1.61). CWGCX return over 5 years is better than : 25.96 vs. PORIX (18.86).
| CWGCX | PORIX | CWGCX / PORIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 6.856 | -2.652 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 846M | 14,775% |
| Annual Yield % from dividends | 1.04 | 0.83 | 126% |
| Returns for 1 year | 7.80 | -1.61 | -483% |
| Returns for 3 years | 4.68 | -16.90 | -28% |
| Returns for 5 years | 25.96 | 18.86 | 138% |
| Returns for 10 years | 40.94 | 58.62 | 70% |
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