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CWGCX vs PORIX
CWGCX vs PORIX Comparison
Open Charts CWGCX vs PORIX
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Trillium ESG Global Equity Institutional
Price$55.64
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets764.76M
CWGCX vs PORIX Comparison Chart in %
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CWGCX vs. PORIX commentary
Dec 26, 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 Hold and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. PORIX (765M). 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 (21.73). 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 : 11.58 vs. PORIX (0.14). CWGCX return over 5 years is better than : 27.30 vs. PORIX (-1.00).
| 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 | 13.625 | 1.849 | 737% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 765M | 18,562% |
| Annual Yield % from dividends | 0.75 | 0.73 | 103% |
| Returns for 1 year | 11.58 | 0.14 | 8,042% |
| Returns for 3 years | 42.94 | 11.63 | 369% |
| Returns for 5 years | 27.30 | -1.00 | -2,737% |
| Returns for 10 years | 69.41 | 67.97 | 102% |
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