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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$69.58
Change+$0.78 (+1.13%)
VolumeN/A
Net Assets132.68B
Trillium ESG Global Equity Institutional
Price$59.28
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets820.94M
CWGCX vs PORIX Comparison Chart in %
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CWGCX vs. PORIX commentary
Jun 27, 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 StrongBuy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 133B vs. PORIX (821M). 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 : 8.28 vs. PORIX (-3.37). CWGCX return over 5 years is better than : 51.71 vs. PORIX (34.76).
| 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 | 11.420 | 7.944 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 821M | 16,200% |
| Annual Yield % from dividends | 0.87 | 0.79 | 110% |
| Returns for 1 year | 8.28 | -3.37 | -245% |
| Returns for 3 years | 42.15 | 11.41 | 369% |
| Returns for 5 years | 51.71 | 34.76 | 149% |
| Returns for 10 years | 55.28 | 67.45 | 82% |
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