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PORIX vs WGIFX
PORIX vs WGIFX Comparison
Open Charts PORIX vs WGIFX
Trillium ESG Global Equity Institutional
Price$61.75
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets810.03M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
PORIX vs WGIFX Comparison Chart in %
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PORIX vs. WGIFX commentary
Sep 28, 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 PORIX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. PORIX (810M). WGIFX pays higher dividends than PORIX: WGIFX (1.64) vs PORIX (0.75). PORIX was incepted earlier than WGIFX: PORIX (19 years) vs WGIFX (17 years). PORIX (0.99) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). WGIFX has a lower initial minimum investment than PORIX: WGIFX (250) vs PORIX (100000). WGIFX annual gain was more profitable for investors over the last year : 9.69 vs. PORIX (-3.21). WGIFX return over 5 years is better than : 56.59 vs. PORIX (27.25).
| PORIX | WGIFX | PORIX / WGIFX | |
| Total Expense Ratio | 0.99 | 0.52 | 190% |
| Annual Report Gross Expense Ratio | 0.99 | 0.52 | 190% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 13.033 | 19.049 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 140B | 1% |
| Annual Yield % from dividends | 0.75 | 1.64 | 46% |
| Returns for 1 year | -3.21 | 9.69 | -33% |
| Returns for 3 years | 29.24 | 71.01 | 41% |
| Returns for 5 years | 27.25 | 56.59 | 48% |
| Returns for 10 years | 91.25 | 91.92 | 99% |
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