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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$55.09
Change-$1.60 (-2.82%)
VolumeN/A
CapitalizationN/A
CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Dec 19, 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 Buy and PORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. PORTX (891M). 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 : 11.39 vs. PORTX (1.85). CWGCX return over 5 years is better than : 29.79 vs. PORTX (19.25).
| 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 | 9.830 | -0.018 | -54,924% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 891M | 13,580% |
| Annual Yield % from dividends | 1.04 | 0.58 | 179% |
| Returns for 1 year | 11.39 | 1.85 | 615% |
| Returns for 3 years | 8.48 | -14.19 | -60% |
| Returns for 5 years | 29.79 | 19.25 | 155% |
| Returns for 10 years | 44.61 | 61.74 | 72% |