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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
Trillium ESG Global Equity Institutional
Price$50.89
Change-$1.11 (-2.13%)
VolumeN/A
Net Assets749.17M
CWGCX vs PORIX Comparison Chart
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CWGCX vs. PORIX commentary
Apr 11, 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 Hold and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. PORIX (749M). CWGCX pays higher dividends than PORIX: CWGCX (0.93) vs PORIX (0.85). 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 : -4.78 vs. PORIX (-11.05). CWGCX return over 5 years is better than : 43.23 vs. PORIX (31.44).
| 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 | -4.311 | -4.814 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 749M | 15,621% |
| Annual Yield % from dividends | 0.93 | 0.85 | 109% |
| Returns for 1 year | -4.78 | -11.05 | 43% |
| Returns for 3 years | 8.04 | -12.69 | -63% |
| Returns for 5 years | 43.23 | 31.44 | 137% |
| Returns for 10 years | 29.23 | 43.97 | 66% |
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