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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Trillium ESG Global Equity Investor
Price$59.30
Change+$0.29 (+0.49%)
VolumeN/A
Net Assets821.43M
CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Jun 07, 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: 131B vs. PORTX (821M). 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 : 5.53 vs. PORTX (-3.60). CWGCX return over 5 years is better than : 42.30 vs. PORTX (27.48).
| 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 | 8.711 | 7.330 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 821M | 15,956% |
| Annual Yield % from dividends | 0.87 | 0.62 | 140% |
| Returns for 1 year | 5.53 | -3.60 | -154% |
| Returns for 3 years | 26.86 | 4.17 | 644% |
| Returns for 5 years | 42.30 | 27.48 | 154% |
| Returns for 10 years | 49.31 | 62.69 | 79% |
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