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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$55.09
Change-$1.60 (-2.82%)
VolumeN/A
CapitalizationN/A
CWGFX vs PORTX Comparison Chart
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CWGFX vs. PORTX commentary
Dec 19, 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 Buy and PORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. PORTX (891M). 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 : 12.01 vs. PORTX (1.85). CWGFX return over 5 years is better than : 32.35 vs. PORTX (19.25).
| 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 | 10.423 | -0.018 | -58,239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 891M | 13,580% |
| Annual Yield % from dividends | 1.64 | 0.58 | 281% |
| Returns for 1 year | 12.01 | 1.85 | 649% |
| Returns for 3 years | 9.87 | -14.19 | -70% |
| Returns for 5 years | 32.35 | 19.25 | 168% |
| Returns for 10 years | 47.57 | 61.74 | 77% |
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