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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$74.87
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Trillium ESG Global Equity Investor
Price$63.00
Change-$0.38 (-0.60%)
VolumeN/A
Net Assets815.65M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Oct 08, 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 Buy and PORTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. PORTX (816M). CWGCX pays higher dividends than PORTX: CWGCX (0.77) vs PORTX (0.58). CWGCX was incepted earlier than PORTX: CWGCX (25 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 : 11.38 vs. PORTX (0.95). CWGCX return over 5 years is better than : 47.79 vs. PORTX (22.40).
| CWGCX | PORTX | CWGCX / PORTX | |
| Total Expense Ratio | 1.49 | 1.20 | 124% |
| Annual Report Gross Expense Ratio | 1.49 | 1.20 | 124% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 19.987 | 15.278 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 816M | 17,402% |
| Annual Yield % from dividends | 0.77 | 0.58 | 132% |
| Returns for 1 year | 11.38 | 0.95 | 1,197% |
| Returns for 3 years | 65.71 | 31.32 | 210% |
| Returns for 5 years | 47.79 | 22.40 | 213% |
| Returns for 10 years | 73.61 | 80.27 | 92% |
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