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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$75.64
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
Trillium ESG Global Equity Institutional
Price$62.72
Change-$0.37 (-0.59%)
VolumeN/A
Net Assets815.65M
CWGFX vs PORIX Comparison Chart in %
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CWGFX vs. PORIX commentary
Oct 08, 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 CWGFX is a Buy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. PORIX (816M). CWGFX pays higher dividends than PORIX: CWGFX (1.35) vs PORIX (0.74). CWGFX was incepted earlier than PORIX: CWGFX (25 years) vs PORIX (19 years). PORIX (0.99) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). CWGFX has a lower initial minimum investment than PORIX: CWGFX (250) vs PORIX (100000). CWGFX annual gain was more profitable for investors over the last year : 12.18 vs. PORIX (1.12). CWGFX return over 5 years is better than : 51.81 vs. PORIX (23.43).
| CWGFX | PORIX | CWGFX / PORIX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 0.99 | 81% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 20.583 | 15.486 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 816M | 17,402% |
| Annual Yield % from dividends | 1.35 | 0.74 | 182% |
| Returns for 1 year | 12.18 | 1.12 | 1,083% |
| Returns for 3 years | 68.97 | 31.70 | 218% |
| Returns for 5 years | 51.81 | 23.43 | 221% |
| Returns for 10 years | 78.39 | 82.80 | 95% |
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