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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$67.22
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$64.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CWGCX vs PORTX Comparison Chart
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CWGCX vs. PORTX commentary
Sep 20, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. PORTX (947M). 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). CWGCX has a lower initial minimum investment than PORTX: CWGCX (250) vs PORTX (5000). CWGCX annual gain was more profitable for investors over the last year : 19.12 vs. PORTX (13.58). PORTX (42.57) and CWGCX (40.68) have equivalent 5 years return.
| 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 | 11.856 | 10.410 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 947M | 13,200% |
| Annual Yield % from dividends | 1.04 | 0.58 | 179% |
| Returns for 1 year | 19.12 | 13.58 | 141% |
| Returns for 3 years | 4.41 | -7.98 | -55% |
| Returns for 5 years | 40.68 | 42.57 | 96% |
| Returns for 10 years | 45.01 | 58.97 | 76% |
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