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FCWGX vs PORIX
FCWGX vs PORIX Comparison
Open Charts FCWGX vs PORIX
American Funds Capital World Gr&Inc529F2
Price$68.85
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
FCWGX vs PORIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B 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 : 6.42 vs. PORIX (-3.30).
| 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 | 8.751 | 7.487 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 821M | 15,956% |
| Annual Yield % from dividends | 1.75 | 0.79 | 222% |
| Returns for 1 year | 6.42 | -3.30 | -195% |
| Returns for 3 years | 32.69 | 4.99 | 655% |
| Returns for 5 years | N/A | 28.65 | - |
| Returns for 10 years | N/A | 64.52 | - |
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