CWGFX
Price
$68.64
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
130.86B
PORIX
Price
$58.69
Change
-$0.03 (-0.05%)
Updated
Jun 5 closing price
Net Assets
821.43M
Interact to see
Advertisement

CWGFX vs PORIX

Header iconCWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
Trillium ESG Global Equity Institutional
Price$58.69
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets821.43M
CWGFX vs PORIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CWGFX vs. PORIX commentary
Jun 07, 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 Buy and PORIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. PORIX (821M). CWGFX pays higher dividends than PORIX: CWGFX (1.49) vs PORIX (0.79). 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 : 6.09 vs. PORIX (-3.30). CWGFX return over 5 years is better than : 45.15 vs. PORIX (28.65).
CWGFXPORIXCWGFX / PORIX
Total Expense Ratio0.800.9981%
Annual Report Gross Expense Ratio0.800.9981%
Fund Existence24 years18 years-
Gain YTD8.6147.487115%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets131B821M15,956%
Annual Yield % from dividends1.490.79189%
Returns for 1 year6.09-3.30-185%
Returns for 3 years29.364.99588%
Returns for 5 years45.1528.65158%
Returns for 10 years52.0864.5281%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PJT151.061.93
+1.29%
PJT Partners
BXP71.810.58
+0.81%
BXP Inc.
EB2.53-0.01
-0.39%
Eventbrite
ZNTL1.47-0.03
-2.00%
Zentalis Pharmaceuticals
EDBL2.69-0.26
-8.81%
Edible Garden AG Incorporated