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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$64.50
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Institutional
Price$61.16
Change-$0.71 (-1.15%)
VolumeN/A
CapitalizationN/A
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CWGFX vs PORIX Comparison Chart
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CWGFX vs. PORIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. PORIX (924M). CWGFX pays higher dividends than PORIX: CWGFX (1.64) vs PORIX (0.83). CWGFX was incepted earlier than PORIX: CWGFX (24 years) vs PORIX (17 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 : 17.25 vs. PORIX (10.38). PORIX (41.86) and CWGFX (40.69) have equivalent 5 years return.
| CWGFX | PORIX | CWGFX / PORIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 10.290 | 8.754 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 924M | 13,095% |
| Annual Yield % from dividends | 1.64 | 0.83 | 197% |
| Returns for 1 year | 17.25 | 10.38 | 166% |
| Returns for 3 years | 1.53 | -10.61 | -14% |
| Returns for 5 years | 40.69 | 41.86 | 97% |
| Returns for 10 years | 45.42 | 57.71 | 79% |
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