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FWCGX vs PORIX
FWCGX vs PORIX Comparison
Open Charts FWCGX vs PORIX
American Funds Capital World Gr&Inc529F3
Price$63.10
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
Trillium ESG Global Equity Institutional
Price$53.88
Change+$1.10 (+2.08%)
VolumeN/A
Net Assets751.74M
FWCGX vs PORIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 119B vs. PORIX (752M). FWCGX pays higher dividends than PORIX: FWCGX (1.93) vs PORIX (0.85). FWCGX was incepted earlier than PORIX: FWCGX (4 years) vs PORIX (18 years). PORIX (0.99) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). FWCGX has a lower initial minimum investment than PORIX: FWCGX (250) vs PORIX (100000). FWCGX annual gain was more profitable for investors over the last year : 1.74 vs. PORIX (-8.14).
| FWCGX | PORIX | FWCGX / PORIX | |
| Total Expense Ratio | 0.47 | 0.99 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 0.99 | 47% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -0.286 | -3.386 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 752M | 15,824% |
| Annual Yield % from dividends | 1.93 | 0.85 | 227% |
| Returns for 1 year | 1.74 | -8.14 | -21% |
| Returns for 3 years | 21.61 | -9.05 | -239% |
| Returns for 5 years | N/A | 32.37 | - |
| Returns for 10 years | N/A | 43.41 | - |
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