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FWGIX vs PORIX
FWGIX vs PORIX Comparison
Open Charts FWGIX vs PORIX
American Funds Capital World Gr&Inc F3
Price$64.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Institutional
Price$61.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FWGIX vs PORIX Comparison Chart
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FWGIX vs. PORIX commentary
Sep 16, 2024
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 FWGIX is a Buy and PORIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. PORIX (949M). FWGIX pays higher dividends than PORIX: FWGIX (1.99) vs PORIX (0.83). FWGIX was incepted earlier than PORIX: FWGIX (8 years) vs PORIX (17 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. PORIX (10.00). PORIX has a lower initial minimum investment than FWGIX: PORIX (100000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 19.43 vs. PORIX (12.56). FWGIX (44.35) and PORIX (43.56) have equivalent 5 years return.
| FWGIX | PORIX | FWGIX / PORIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 12.919 | 10.775 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 949M | 13,277% |
| Annual Yield % from dividends | 1.99 | 0.83 | 240% |
| Returns for 1 year | 19.43 | 12.56 | 155% |
| Returns for 3 years | 5.95 | -8.01 | -74% |
| Returns for 5 years | 44.35 | 43.56 | 102% |
| Returns for 10 years | N/A | 61.46 | - |
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