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FCWGX vs PORIX
FCWGX vs PORIX Comparison
Open Charts FCWGX vs PORIX
American Funds Capital World Gr&Inc529F2
Price$70.46
Change+$0.79 (+1.13%)
VolumeN/A
Net Assets132.68B
Trillium ESG Global Equity Institutional
Price$59.28
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets820.94M
FCWGX vs PORIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 133B vs. PORIX (821M). FCWGX pays higher dividends than PORIX: FCWGX (1.75) vs PORIX (0.79). FCWGX was incepted earlier than PORIX: FCWGX (5 years) vs PORIX (18 years). PORIX (0.99) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). FCWGX has a lower initial minimum investment than PORIX: FCWGX (250) vs PORIX (100000). FCWGX annual gain was more profitable for investors over the last year : 9.39 vs. PORIX (-3.37).
| FCWGX | PORIX | FCWGX / PORIX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.52 | 0.99 | 53% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 11.918 | 7.944 | 150% |
| 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 | 1.75 | 0.79 | 222% |
| Returns for 1 year | 9.39 | -3.37 | -278% |
| Returns for 3 years | 47.49 | 11.41 | 416% |
| Returns for 5 years | N/A | 34.76 | - |
| Returns for 10 years | N/A | 67.45 | - |
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