CWGFX
Price
$62.95
Change
+$0.99 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
PORTX
Price
$53.09
Change
+$0.66 (+1.26%)
Updated
Apr 23 closing price
Net Assets
742.68M
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CWGFX vs PORTX

Header iconCWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
Trillium ESG Global Equity Investor
Price$53.09
Change+$0.66 (+1.26%)
VolumeN/A
Net Assets742.68M
CWGFX vs PORTX Comparison Chart
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CWGFX vs. PORTX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. PORTX (743M). CWGFX pays higher dividends than PORTX: CWGFX (1.59) vs PORTX (0.67). 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 : -1.52 vs. PORTX (-9.44). CWGFX return over 5 years is better than : 46.51 vs. PORTX (29.61).
CWGFXPORTXCWGFX / PORTX
Total Expense Ratio0.801.2067%
Annual Report Gross Expense Ratio0.801.2067%
Fund Existence24 years26 years-
Gain YTD-3.269-4.63870%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets119B743M16,016%
Annual Yield % from dividends1.590.67238%
Returns for 1 year-1.52-9.4416%
Returns for 3 years14.67-10.38-141%
Returns for 5 years46.5129.61157%
Returns for 10 years31.6739.9279%
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