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FCWGX vs PORIX
FCWGX vs PORIX Comparison
Open Charts FCWGX vs PORIX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Trillium ESG Global Equity Institutional
Price$58.50
Change-$0.80 (-1.35%)
VolumeN/A
Net Assets817.09M
FCWGX vs PORIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. PORIX (817M). FCWGX pays higher dividends than PORIX: FCWGX (1.75) vs PORIX (0.79). 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 : 6.60 vs. PORIX (-3.85).
| 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 | 9.138 | 7.084 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 817M | 16,034% |
| Annual Yield % from dividends | 1.75 | 0.79 | 222% |
| Returns for 1 year | 6.60 | -3.85 | -171% |
| Returns for 3 years | 46.60 | 15.06 | 309% |
| Returns for 5 years | N/A | 34.55 | - |
| Returns for 10 years | N/A | 63.21 | - |
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