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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Trillium ESG Global Equity Investor
Price$52.69
Change-$1.46 (-2.70%)
VolumeN/A
Net Assets778.13M
CWGFX vs PORTX Comparison Chart
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CWGFX vs. PORTX commentary
Apr 04, 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: 123B vs. PORTX (778M). 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 : 0.19 vs. PORTX (-8.95). CWGFX return over 5 years is better than : 68.06 vs. PORTX (48.56).
| 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 | 0.845 | -1.510 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 778M | 15,810% |
| Annual Yield % from dividends | 1.59 | 0.67 | 238% |
| Returns for 1 year | 0.19 | -8.95 | -2% |
| Returns for 3 years | 11.40 | -13.42 | -85% |
| Returns for 5 years | 68.06 | 48.56 | 140% |
| Returns for 10 years | 40.90 | 46.86 | 87% |
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