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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$71.68
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
CWGFX vs PORIX Comparison Chart in %
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CWGFX 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 CWGFX is a Hold and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. PORIX (765M). CWGFX pays higher dividends than PORIX: CWGFX (1.31) vs PORIX (0.73). 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 (21.73). 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 : 12.25 vs. PORIX (0.14). CWGFX return over 5 years is better than : 30.86 vs. PORIX (-1.00).
| 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 | 14.270 | 1.849 | 772% |
| 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 | 1.31 | 0.73 | 181% |
| Returns for 1 year | 12.25 | 0.14 | 8,509% |
| Returns for 3 years | 45.89 | 11.63 | 395% |
| Returns for 5 years | 30.86 | -1.00 | -3,094% |
| Returns for 10 years | 74.27 | 67.97 | 109% |
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