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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$67.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
Trillium ESG Global Equity Institutional
Price$58.69
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets822.11M
CWGCX vs PORIX Comparison Chart
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CWGCX vs. PORIX commentary
Jun 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 CWGCX is a Buy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. PORIX (822M). CWGCX pays higher dividends than PORIX: CWGCX (0.87) vs PORIX (0.79). 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 : 5.34 vs. PORIX (-3.30). CWGCX return over 5 years is better than : 41.80 vs. PORIX (28.65).
| 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 | 8.328 | 7.487 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 822M | 15,937% |
| Annual Yield % from dividends | 0.87 | 0.79 | 110% |
| Returns for 1 year | 5.34 | -3.30 | -162% |
| Returns for 3 years | 27.29 | 4.99 | 546% |
| Returns for 5 years | 41.80 | 28.65 | 146% |
| Returns for 10 years | 48.54 | 64.52 | 75% |
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