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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$67.07
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Institutional
Price$62.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWGCX vs PORIX Comparison Chart
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CWGCX vs. PORIX commentary
Nov 22, 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 StrongBuy and PORIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. PORIX (910M). 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 : 17.95 vs. PORIX (10.39). CWGCX return over 5 years is better than : 37.99 vs. PORIX (35.65).
| 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 | 13.584 | 9.281 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 910M | 13,846% |
| Annual Yield % from dividends | 1.04 | 0.83 | 126% |
| Returns for 1 year | 17.95 | 10.39 | 173% |
| Returns for 3 years | 4.55 | -10.95 | -42% |
| Returns for 5 years | 37.99 | 35.65 | 107% |
| Returns for 10 years | 46.44 | 57.87 | 80% |
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