Interact to see
Advertisement
Advertisement
CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$72.57
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
Trillium ESG Global Equity Institutional
Price$60.97
Change-$0.36 (-0.59%)
VolumeN/A
Net Assets825.55M
CWGFX vs PORIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX 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 CWGFX is a StrongBuy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. PORIX (826M). CWGFX pays higher dividends than PORIX: CWGFX (1.39) vs PORIX (0.75). CWGFX was incepted earlier than PORIX: CWGFX (24 years) vs PORIX (18 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 : 9.69 vs. PORIX (-1.90). CWGFX return over 5 years is better than : 43.20 vs. PORIX (21.45).
| CWGFX | PORIX | CWGFX / PORIX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 0.99 | 81% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 15.399 | 12.264 | 126% |
| 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 | 1.39 | 0.75 | 184% |
| Returns for 1 year | 9.69 | -1.90 | -510% |
| Returns for 3 years | 49.99 | 16.15 | 309% |
| Returns for 5 years | 43.20 | 21.45 | 201% |
| Returns for 10 years | 78.07 | 87.19 | 90% |