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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Trillium ESG Global Equity Investor
Price$61.95
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets828.43M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Sep 18, 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: 141B vs. PORTX (828M). CWGCX pays higher dividends than PORTX: CWGCX (0.82) vs PORTX (0.59). 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 : 12.47 vs. PORTX (-1.81). CWGCX return over 5 years is better than : 48.55 vs. PORTX (23.53).
| 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 | 18.464 | 12.550 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 828M | 17,029% |
| Annual Yield % from dividends | 0.82 | 0.59 | 137% |
| Returns for 1 year | 12.47 | -1.81 | -689% |
| Returns for 3 years | 55.63 | 19.76 | 282% |
| Returns for 5 years | 48.55 | 23.53 | 206% |
| Returns for 10 years | 76.02 | 81.81 | 93% |
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