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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
Trillium ESG Global Equity Investor
Price$56.68
Change-$0.59 (-1.03%)
VolumeN/A
Net Assets844.2M
CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Feb 23, 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: 128B vs. PORTX (844M). 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 : 6.26 vs. PORTX (-2.37). CWGCX return over 5 years is better than : 29.73 vs. PORTX (19.13).
| 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 | 4.224 | 4.165 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 844M | 15,166% |
| Annual Yield % from dividends | 1.04 | 0.58 | 179% |
| Returns for 1 year | 6.26 | -2.37 | -264% |
| Returns for 3 years | 14.81 | -5.58 | -265% |
| Returns for 5 years | 29.73 | 19.13 | 155% |
| Returns for 10 years | 41.32 | 55.82 | 74% |
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