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CWGFX vs PORIX
CWGFX vs PORIX Comparison
Open Charts CWGFX vs PORIX
American Funds Capital World Gr&Inc F1
Price$74.05
Change+$0.12 (+0.16%)
VolumeN/A
Net Assets142.37B
Trillium ESG Global Equity Institutional
Price$56.24
Change+$0.20 (+0.36%)
VolumeN/A
Net Assets773.8M
CWGFX vs PORIX Comparison Chart in %
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CWGFX vs. PORIX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. PORIX (774M). CWGFX pays higher dividends than PORIX: CWGFX (1.48) vs PORIX (0.62). 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 : 17.68 vs. PORIX (3.07). CWGFX return over 5 years is better than : 31.33 vs. PORIX (-2.28).
| 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 | 3.886 | 1.884 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 774M | 18,346% |
| Annual Yield % from dividends | 1.48 | 0.62 | 239% |
| Returns for 1 year | 17.68 | 3.07 | 575% |
| Returns for 3 years | 43.53 | 6.83 | 637% |
| Returns for 5 years | 31.33 | -2.28 | -1,375% |
| Returns for 10 years | 99.39 | 87.21 | 114% |
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