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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$69.96
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.85B
Trillium ESG Global Equity Investor
Price$60.17
Change+$0.58 (+0.97%)
VolumeN/A
Net Assets825.98M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Jun 29, 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: 135B vs. PORTX (826M). CWGCX pays higher dividends than PORTX: CWGCX (0.87) vs PORTX (0.62). 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 : 8.85 vs. PORTX (-1.91). CWGCX return over 5 years is better than : 52.54 vs. PORTX (35.62).
| 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 | 12.029 | 9.440 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 826M | 16,344% |
| Annual Yield % from dividends | 0.87 | 0.62 | 140% |
| Returns for 1 year | 8.85 | -1.91 | -463% |
| Returns for 3 years | 44.25 | 14.54 | 304% |
| Returns for 5 years | 52.54 | 35.62 | 148% |
| Returns for 10 years | 56.16 | 67.59 | 83% |
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