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FCWGX vs PORIX
FCWGX vs PORIX Comparison
Open Charts FCWGX vs PORIX
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Trillium ESG Global Equity Institutional
Price$60.58
Change+$0.36 (+0.60%)
VolumeN/A
Net Assets834.01M
FCWGX vs PORIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. PORIX (834M). FCWGX pays higher dividends than PORIX: FCWGX (1.68) vs PORIX (0.76). FCWGX was incepted earlier than PORIX: FCWGX (5 years) vs PORIX (18 years). PORIX (0.99) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). FCWGX has a lower initial minimum investment than PORIX: FCWGX (250) vs PORIX (100000). FCWGX annual gain was more profitable for investors over the last year : 9.61 vs. PORIX (-1.03).
| FCWGX | PORIX | FCWGX / PORIX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.52 | 0.99 | 53% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 13.697 | 10.891 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 834M | 16,307% |
| Annual Yield % from dividends | 1.68 | 0.76 | 220% |
| Returns for 1 year | 9.61 | -1.03 | -937% |
| Returns for 3 years | 52.90 | 16.71 | 317% |
| Returns for 5 years | N/A | 34.33 | - |
| Returns for 10 years | N/A | 73.15 | - |
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