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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$67.77
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
CWGFX vs PORIX Comparison Chart
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CWGFX 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 CWGFX is a StrongBuy and PORIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. PORIX (910M). CWGFX pays higher dividends than PORIX: CWGFX (1.64) vs PORIX (0.83). CWGFX was incepted earlier than PORIX: CWGFX (24 years) vs PORIX (18 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PORIX (10.00). 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 : 18.76 vs. PORIX (10.39). CWGFX return over 5 years is better than : 40.63 vs. PORIX (35.65).
| CWGFX | PORIX | CWGFX / 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 | 14.275 | 9.281 | 154% |
| 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 | 1.64 | 0.83 | 197% |
| Returns for 1 year | 18.76 | 10.39 | 181% |
| Returns for 3 years | 6.04 | -10.95 | -55% |
| Returns for 5 years | 40.63 | 35.65 | 114% |
| Returns for 10 years | 49.63 | 57.87 | 86% |
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