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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
Trillium ESG Global Equity Investor
Price$55.63
Change+$0.24 (+0.43%)
VolumeN/A
Net Assets842.75M
CWGFX vs PORTX Comparison Chart
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CWGFX vs. PORTX commentary
Jan 19, 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 StrongBuy and PORTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. PORTX (843M). 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 : 10.89 vs. PORTX (-0.87). CWGFX return over 5 years is better than : 27.58 vs. PORTX (14.94).
| 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 | 2.051 | 0.746 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 843M | 15,065% |
| Annual Yield % from dividends | 1.64 | 0.58 | 281% |
| Returns for 1 year | 10.89 | -0.87 | -1,250% |
| Returns for 3 years | 8.51 | -14.68 | -58% |
| Returns for 5 years | 27.58 | 14.94 | 185% |
| Returns for 10 years | 47.73 | 58.46 | 82% |
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