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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$65.87
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Trillium ESG Global Equity Institutional
Price$56.40
Change+$0.37 (+0.66%)
VolumeN/A
Net Assets853.52M
CWGFX vs PORIX Comparison Chart
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CWGFX vs. PORIX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. PORIX (854M). 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 : 11.80 vs. PORIX (0.63). CWGFX return over 5 years is better than : 31.29 vs. PORIX (19.65).
| 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 | 3.929 | 3.240 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 854M | 15,105% |
| Annual Yield % from dividends | 1.64 | 0.83 | 197% |
| Returns for 1 year | 11.80 | 0.63 | 1,887% |
| Returns for 3 years | 13.72 | -9.81 | -140% |
| Returns for 5 years | 31.29 | 19.65 | 159% |
| Returns for 10 years | 48.10 | 63.02 | 76% |