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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$70.29
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
Trillium ESG Global Equity Institutional
Price$59.28
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets820.94M
CWGFX vs PORIX Comparison Chart in %
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CWGFX vs. PORIX commentary
Jun 27, 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: 133B 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 : 9.07 vs. PORIX (-3.37). CWGFX return over 5 years is better than : 55.55 vs. PORIX (34.76).
| 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 | 11.773 | 7.944 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 821M | 16,200% |
| Annual Yield % from dividends | 1.49 | 0.79 | 189% |
| Returns for 1 year | 9.07 | -3.37 | -269% |
| Returns for 3 years | 44.73 | 11.41 | 392% |
| Returns for 5 years | 55.55 | 34.76 | 160% |
| Returns for 10 years | 59.31 | 67.45 | 88% |
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