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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Trillium ESG Global Equity Institutional
Price$50.89
Change-$1.11 (-2.13%)
VolumeN/A
Net Assets749.17M
CWGFX vs PORIX Comparison Chart
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CWGFX vs. PORIX commentary
Apr 11, 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 Hold and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. PORIX (749M). CWGFX pays higher dividends than PORIX: CWGFX (1.59) vs PORIX (0.85). 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 : -4.10 vs. PORIX (-11.05). CWGFX return over 5 years is better than : 46.64 vs. PORIX (31.44).
| 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 | -4.156 | -4.814 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 749M | 15,621% |
| Annual Yield % from dividends | 1.59 | 0.85 | 187% |
| Returns for 1 year | -4.10 | -11.05 | 37% |
| Returns for 3 years | 9.79 | -12.69 | -77% |
| Returns for 5 years | 46.64 | 31.44 | 148% |
| Returns for 10 years | 32.33 | 43.97 | 74% |
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