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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Trillium ESG Global Equity Institutional
Price$62.82
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
CWGFX vs PORIX Comparison Chart in %
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CWGFX 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 CWGFX is a StrongBuy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. PORIX (796M). CWGFX pays higher dividends than PORIX: CWGFX (1.32) 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 (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 : 14.99 vs. PORIX (1.78). CWGFX return over 5 years is better than : 47.60 vs. PORIX (17.58).
| 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 | 23.373 | 16.676 | 140% |
| 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 | 1.32 | 0.73 | 181% |
| Returns for 1 year | 14.99 | 1.78 | 843% |
| Returns for 3 years | 55.97 | 18.08 | 310% |
| Returns for 5 years | 47.60 | 17.58 | 271% |
| Returns for 10 years | 85.73 | 85.71 | 100% |
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