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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$62.37
Change-$0.76 (-1.20%)
VolumeN/A
CapitalizationN/A
CWGFX vs PORTX Comparison Chart
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CWGFX vs. PORTX commentary
Nov 18, 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 CWGFX is a Sell and PORTX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. PORTX (912M). CWGFX pays higher dividends than PORTX: CWGFX (1.64) vs PORTX (0.58). CWGFX was incepted earlier than PORTX: CWGFX (24 years) vs PORTX (25 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). 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 : 19.02 vs. PORTX (11.43). CWGFX return over 5 years is better than : 38.62 vs. PORTX (33.56).
| CWGFX | PORTX | CWGFX / 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 | 13.044 | 8.943 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 912M | 13,706% |
| Annual Yield % from dividends | 1.64 | 0.58 | 281% |
| Returns for 1 year | 19.02 | 11.43 | 166% |
| Returns for 3 years | 3.12 | -12.11 | -26% |
| Returns for 5 years | 38.62 | 33.56 | 115% |
| Returns for 10 years | 49.28 | 56.75 | 87% |