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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Trillium ESG Global Equity Institutional
Price$56.33
Change-$0.59 (-1.04%)
VolumeN/A
Net Assets844.2M
CWGFX vs PORIX Comparison Chart
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CWGFX vs. PORIX commentary
Feb 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: 128B vs. PORIX (844M). 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 : 7.04 vs. PORIX (-3.22). CWGFX return over 5 years is better than : 32.49 vs. PORIX (18.96).
| 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 | 4.307 | 3.112 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 844M | 15,166% |
| Annual Yield % from dividends | 1.64 | 0.83 | 197% |
| Returns for 1 year | 7.04 | -3.22 | -219% |
| Returns for 3 years | 16.46 | -6.25 | -263% |
| Returns for 5 years | 32.49 | 18.96 | 171% |
| Returns for 10 years | 44.44 | 56.41 | 79% |
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