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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$62.37
Change-$0.76 (-1.20%)
VolumeN/A
CapitalizationN/A
CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Nov 18, 2024
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 CWGCX is a Sell and PORTX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. PORTX (912M). CWGCX pays higher dividends than PORTX: CWGCX (1.04) vs PORTX (0.58). CWGCX was incepted earlier than PORTX: CWGCX (24 years) vs PORTX (25 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). PORTX has a lower initial minimum investment than CWGCX: PORTX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 18.22 vs. PORTX (11.43). CWGCX return over 5 years is better than : 36.04 vs. PORTX (33.56).
| CWGCX | PORTX | CWGCX / PORTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 12.381 | 8.943 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 912M | 13,706% |
| Annual Yield % from dividends | 1.04 | 0.58 | 179% |
| Returns for 1 year | 18.22 | 11.43 | 159% |
| Returns for 3 years | 1.67 | -12.11 | -14% |
| Returns for 5 years | 36.04 | 33.56 | 107% |
| Returns for 10 years | 46.10 | 56.75 | 81% |
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