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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Trillium ESG Global Equity Investor
Price$52.69
Change-$1.46 (-2.70%)
VolumeN/A
Net Assets778.13M
CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Apr 04, 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: 123B vs. PORTX (778M). 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 : 0.08 vs. PORTX (-8.95). CWGCX return over 5 years is better than : 64.18 vs. PORTX (48.56).
| 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 | 0.700 | -1.510 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 778M | 15,810% |
| Annual Yield % from dividends | 0.93 | 0.67 | 139% |
| Returns for 1 year | 0.08 | -8.95 | -1% |
| Returns for 3 years | 10.58 | -13.42 | -79% |
| Returns for 5 years | 64.18 | 48.56 | 132% |
| Returns for 10 years | 38.58 | 46.86 | 82% |
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