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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$71.35
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
Trillium ESG Global Equity Institutional
Price$60.09
Change+$0.32 (+0.54%)
VolumeN/A
Net Assets813.32M
CWGFX vs PORIX Comparison Chart in %
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CWGFX vs. PORIX commentary
Aug 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 StrongBuy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. PORIX (813M). CWGFX pays higher dividends than PORIX: CWGFX (1.42) vs PORIX (0.77). 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 : 16.37 vs. PORIX (3.12). CWGFX return over 5 years is better than : 46.06 vs. PORIX (24.00).
| 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 | 13.459 | 9.409 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 813M | 16,605% |
| Annual Yield % from dividends | 1.42 | 0.77 | 185% |
| Returns for 1 year | 16.37 | 3.12 | 525% |
| Returns for 3 years | 42.58 | 7.21 | 591% |
| Returns for 5 years | 46.06 | 24.00 | 192% |
| Returns for 10 years | 58.62 | 64.62 | 91% |
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