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FWGIX vs PORIX
FWGIX vs PORIX Comparison
Open Charts FWGIX vs PORIX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Trillium ESG Global Equity Institutional
Price$60.58
Change+$0.36 (+0.60%)
VolumeN/A
Net Assets834.01M
FWGIX vs PORIX Comparison Chart in %
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FWGIX vs. PORIX commentary
Jul 07, 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: 136B vs. PORIX (834M). FWGIX pays higher dividends than PORIX: FWGIX (1.77) vs PORIX (0.76). 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 : 9.74 vs. PORIX (-1.03). FWGIX return over 5 years is better than : 54.88 vs. PORIX (34.33).
| 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 | 13.775 | 10.891 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 834M | 16,307% |
| Annual Yield % from dividends | 1.77 | 0.76 | 232% |
| Returns for 1 year | 9.74 | -1.03 | -949% |
| Returns for 3 years | 51.57 | 16.71 | 309% |
| Returns for 5 years | 54.88 | 34.33 | 160% |
| Returns for 10 years | N/A | 73.15 | - |
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