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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Trillium ESG Global Equity Institutional
Price$62.65
Change+$0.29 (+0.47%)
VolumeN/A
Net Assets807.14M
CWGFX vs PORIX Comparison Chart in %
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CWGFX vs. PORIX commentary
Oct 21, 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 CWGFX is a StrongBuy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. PORIX (807M). CWGFX pays higher dividends than PORIX: CWGFX (1.35) vs PORIX (0.74). CWGFX was incepted earlier than PORIX: CWGFX (25 years) vs PORIX (19 years). PORIX (0.99) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). CWGFX has a lower initial minimum investment than PORIX: CWGFX (250) vs PORIX (100000). CWGFX annual gain was more profitable for investors over the last year : 10.73 vs. PORIX (-0.95). CWGFX return over 5 years is better than : 50.48 vs. PORIX (21.43).
| CWGFX | PORIX | CWGFX / PORIX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 0.99 | 81% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 19.913 | 14.681 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 807M | 17,472% |
| Annual Yield % from dividends | 1.35 | 0.74 | 182% |
| Returns for 1 year | 10.73 | -0.95 | -1,128% |
| Returns for 3 years | 66.79 | 27.89 | 239% |
| Returns for 5 years | 50.48 | 21.43 | 236% |
| Returns for 10 years | 76.92 | 80.83 | 95% |
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