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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Aug 23, 2026
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: 156B vs. PORTX (764M). CWGCX pays higher dividends than PORTX: CWGCX (0.72) vs PORTX (0.35). CWGCX was incepted earlier than PORTX: CWGCX (25 years) vs PORTX (27 years). CWGCX (1.48) is less costly to investors than PORTX (1.26). CWGCX is a more actively managed with annual turnover of: 44.00 vs. PORTX (21.73). 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 : 16.26 vs. PORTX (2.15). CWGCX return over 5 years is better than : 32.96 vs. PORTX (-7.97).
| CWGCX | PORTX | CWGCX / PORTX | |
| Total Expense Ratio | 1.48 | 1.24 | 119% |
| Annual Report Gross Expense Ratio | 1.48 | 1.26 | 117% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 16.496 | 11.491 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 764M | 20,419% |
| Annual Yield % from dividends | 0.72 | 0.35 | 207% |
| Returns for 1 year | 16.26 | 2.15 | 755% |
| Returns for 3 years | 51.26 | 11.93 | 430% |
| Returns for 5 years | 32.96 | -7.97 | -413% |
| Returns for 10 years | 88.14 | 74.08 | 119% |
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