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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$63.50
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Institutional
Price$54.94
Change+$0.27 (+0.49%)
VolumeN/A
CapitalizationN/A
CWGFX vs PORIX Comparison Chart
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CWGFX vs. PORIX commentary
Dec 23, 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 Buy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. PORIX (846M). 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 : 8.57 vs. PORIX (-1.61). CWGFX return over 5 years is better than : 28.63 vs. PORIX (18.86).
| 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 | 7.613 | -2.652 | -287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 846M | 14,775% |
| Annual Yield % from dividends | 1.64 | 0.83 | 197% |
| Returns for 1 year | 8.57 | -1.61 | -531% |
| Returns for 3 years | 6.17 | -16.90 | -37% |
| Returns for 5 years | 28.63 | 18.86 | 152% |
| Returns for 10 years | 44.06 | 58.62 | 75% |
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