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FWGIX vs PORIX
FWGIX vs PORIX Comparison
Open Charts FWGIX vs PORIX
American Funds Capital World Gr&Inc F3
Price$68.68
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
FWGIX vs PORIX Comparison Chart
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FWGIX vs. PORIX commentary
Jun 15, 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 FWGIX is a Buy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. PORIX (817M). FWGIX pays higher dividends than PORIX: FWGIX (1.85) vs PORIX (0.79). FWGIX was incepted earlier than PORIX: FWGIX (8 years) vs PORIX (18 years). PORIX (0.99) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). PORIX has a lower initial minimum investment than FWGIX: PORIX (100000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. PORIX (-3.85). FWGIX return over 5 years is better than : 53.53 vs. PORIX (34.55).
| FWGIX | PORIX | FWGIX / PORIX | |
| Total Expense Ratio | 0.41 | 0.99 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 0.99 | 41% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.196 | 7.084 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 817M | 16,034% |
| Annual Yield % from dividends | 1.85 | 0.79 | 234% |
| Returns for 1 year | 6.71 | -3.85 | -174% |
| Returns for 3 years | 45.29 | 15.06 | 301% |
| Returns for 5 years | 53.53 | 34.55 | 155% |
| Returns for 10 years | N/A | 63.21 | - |
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