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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Trillium ESG Global Equity Institutional
Price$62.82
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
CWGCX vs PORIX Comparison Chart in %
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CWGCX vs. PORIX commentary
Nov 14, 2025
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 CWGCX is a StrongBuy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. PORIX (796M). CWGCX (0.75) and PORIX (0.73) have matching dividends . CWGCX was incepted earlier than PORIX: CWGCX (25 years) vs PORIX (19 years). CWGCX (1.49) is less costly to investors than PORIX (0.99). CWGCX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). CWGCX has a lower initial minimum investment than PORIX: CWGCX (250) vs PORIX (100000). CWGCX annual gain was more profitable for investors over the last year : 12.61 vs. PORIX (1.78). CWGCX return over 5 years is better than : 41.08 vs. PORIX (17.58).
| CWGCX | PORIX | CWGCX / PORIX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.49 | 0.99 | 151% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 20.452 | 16.676 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 796M | 18,090% |
| Annual Yield % from dividends | 0.75 | 0.73 | 103% |
| Returns for 1 year | 12.61 | 1.78 | 709% |
| Returns for 3 years | 51.03 | 18.08 | 282% |
| Returns for 5 years | 41.08 | 17.58 | 234% |
| Returns for 10 years | 75.46 | 85.71 | 88% |
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