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PORIX vs WGIFX
PORIX vs WGIFX Comparison
Open Charts PORIX vs WGIFX
Trillium ESG Global Equity Institutional
Price$63.76
Change+$0.14 (+0.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$69.06
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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PORIX vs WGIFX Comparison Chart
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PORIX vs. WGIFX commentary
Oct 18, 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 PORIX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 129B vs. PORIX (947M). WGIFX pays higher dividends than PORIX: WGIFX (1.90) vs PORIX (0.83). PORIX was incepted earlier than WGIFX: PORIX (18 years) vs WGIFX (16 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. PORIX (10.00). WGIFX has a lower initial minimum investment than PORIX: WGIFX (250) vs PORIX (100000). WGIFX annual gain was more profitable for investors over the last year : 26.19 vs. PORIX (18.49). WGIFX return over 5 years is better than : 48.59 vs. PORIX (43.90).
| PORIX | WGIFX | PORIX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 11.830 | 16.177 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 129B | 1% |
| Annual Yield % from dividends | 0.83 | 1.90 | 44% |
| Returns for 1 year | 18.49 | 26.19 | 71% |
| Returns for 3 years | -5.94 | 9.45 | -63% |
| Returns for 5 years | 43.90 | 48.59 | 90% |
| Returns for 10 years | 74.92 | 64.60 | 116% |
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