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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$71.76
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
Trillium ESG Global Equity Institutional
Price$60.97
Change-$0.36 (-0.59%)
VolumeN/A
Net Assets825.55M
CWGCX vs PORIX Comparison Chart in %
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CWGCX vs. PORIX commentary
Aug 31, 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: 137B vs. PORIX (826M). CWGCX pays higher dividends than PORIX: CWGCX (0.82) vs PORIX (0.75). 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 : 8.90 vs. PORIX (-1.90). CWGCX return over 5 years is better than : 39.68 vs. PORIX (21.45).
| 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 | 14.911 | 12.264 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 826M | 16,586% |
| Annual Yield % from dividends | 0.82 | 0.75 | 108% |
| Returns for 1 year | 8.90 | -1.90 | -469% |
| Returns for 3 years | 47.34 | 16.15 | 293% |
| Returns for 5 years | 39.68 | 21.45 | 185% |
| Returns for 10 years | 73.61 | 87.19 | 84% |
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