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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$70.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
Trillium ESG Global Equity Investor
Price$60.71
Change+$0.33 (+0.55%)
VolumeN/A
Net Assets821.99M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Aug 10, 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 CWGCX is a StrongBuy and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. PORTX (822M). CWGCX pays higher dividends than PORTX: CWGCX (0.84) vs PORTX (0.61). CWGCX was incepted earlier than PORTX: CWGCX (24 years) vs PORTX (26 years). CWGCX (1.49) is less costly to investors than PORTX (1.20). CWGCX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). 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 : 13.48 vs. PORTX (2.22). CWGCX return over 5 years is better than : 43.17 vs. PORTX (24.25).
| CWGCX | PORTX | CWGCX / PORTX | |
| Total Expense Ratio | 1.49 | 1.20 | 124% |
| Annual Report Gross Expense Ratio | 1.49 | 1.20 | 124% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 13.582 | 10.422 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 822M | 16,545% |
| Annual Yield % from dividends | 0.84 | 0.61 | 138% |
| Returns for 1 year | 13.48 | 2.22 | 608% |
| Returns for 3 years | 41.53 | 8.74 | 475% |
| Returns for 5 years | 43.17 | 24.25 | 178% |
| Returns for 10 years | 56.97 | 66.01 | 86% |
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