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FWCGX vs PORIX
FWCGX vs PORIX Comparison
Open Charts FWCGX vs PORIX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Trillium ESG Global Equity Institutional
Price$58.50
Change-$0.80 (-1.35%)
VolumeN/A
Net Assets817.09M
FWCGX vs PORIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. PORIX (817M). FWCGX pays higher dividends than PORIX: FWCGX (1.81) vs PORIX (0.79). FWCGX was incepted earlier than PORIX: FWCGX (5 years) vs PORIX (18 years). PORIX (0.99) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). FWCGX has a lower initial minimum investment than PORIX: FWCGX (250) vs PORIX (100000). FWCGX annual gain was more profitable for investors over the last year : 6.64 vs. PORIX (-3.85).
| FWCGX | PORIX | FWCGX / PORIX | |
| Total Expense Ratio | 0.47 | 0.99 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 0.99 | 47% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.155 | 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 | 1.81 | 0.79 | 229% |
| Returns for 1 year | 6.64 | -3.85 | -173% |
| Returns for 3 years | 46.75 | 15.06 | 310% |
| Returns for 5 years | N/A | 34.55 | - |
| Returns for 10 years | N/A | 63.21 | - |
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