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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Trillium ESG Global Equity Investor
Price$59.30
Change+$0.29 (+0.49%)
VolumeN/A
Net Assets821.43M
CWGFX vs PORTX Comparison Chart
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CWGFX 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 CWGFX is a Buy and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. PORTX (821M). CWGFX pays higher dividends than PORTX: CWGFX (1.49) vs PORTX (0.62). CWGFX was incepted earlier than PORTX: CWGFX (24 years) vs PORTX (26 years). PORTX (1.20) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than CWGFX: PORTX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 6.31 vs. PORTX (-3.60). CWGFX return over 5 years is better than : 45.68 vs. PORTX (27.48).
| CWGFX | PORTX | CWGFX / PORTX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.20 | 67% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 9.010 | 7.330 | 123% |
| 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 | 1.49 | 0.62 | 239% |
| Returns for 1 year | 6.31 | -3.60 | -175% |
| Returns for 3 years | 28.90 | 4.17 | 693% |
| Returns for 5 years | 45.68 | 27.48 | 166% |
| Returns for 10 years | 52.89 | 62.69 | 84% |
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