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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
Trillium ESG Global Equity Investor
Price$53.09
Change+$0.66 (+1.26%)
VolumeN/A
Net Assets742.68M
CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. PORTX (743M). CWGCX pays higher dividends than PORTX: CWGCX (0.93) vs PORTX (0.67). 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 : -2.22 vs. PORTX (-9.44). CWGCX return over 5 years is better than : 43.13 vs. PORTX (29.61).
| 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 | -3.450 | -4.638 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 743M | 16,016% |
| Annual Yield % from dividends | 0.93 | 0.67 | 139% |
| Returns for 1 year | -2.22 | -9.44 | 24% |
| Returns for 3 years | 12.83 | -10.38 | -124% |
| Returns for 5 years | 43.13 | 29.61 | 146% |
| Returns for 10 years | 28.60 | 39.92 | 72% |
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