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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 03, 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 Buy and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 158B vs. PORTX (754M). 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 : 14.67 vs. PORTX (1.73). CWGCX return over 5 years is better than : 29.13 vs. PORTX (-8.79).
| 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 | 13.549 | 9.117 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 754M | 20,955% |
| Annual Yield % from dividends | 0.72 | 0.35 | 207% |
| Returns for 1 year | 14.67 | 1.73 | 847% |
| Returns for 3 years | 40.83 | 3.93 | 1,039% |
| Returns for 5 years | 29.13 | -8.79 | -332% |
| Returns for 10 years | 87.43 | 73.19 | 119% |
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