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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
Trillium ESG Global Equity Investor
Price$55.63
Change+$0.24 (+0.43%)
VolumeN/A
Net Assets842.75M
CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. PORTX (843M). 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 : 10.07 vs. PORTX (-0.44). CWGCX return over 5 years is better than : 24.90 vs. PORTX (15.43).
| 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 | 2.024 | 1.182 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 843M | 15,065% |
| Annual Yield % from dividends | 1.04 | 0.58 | 179% |
| Returns for 1 year | 10.07 | -0.44 | -2,283% |
| Returns for 3 years | 6.96 | -14.31 | -49% |
| Returns for 5 years | 24.90 | 15.43 | 161% |
| Returns for 10 years | 44.49 | 59.15 | 75% |
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