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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$67.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$64.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CWGFX vs PORTX Comparison Chart
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CWGFX vs. PORTX commentary
Sep 20, 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 StrongBuy and PORTX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. PORTX (947M). 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). CWGFX has a lower initial minimum investment than PORTX: CWGFX (250) vs PORTX (5000). CWGFX annual gain was more profitable for investors over the last year : 19.96 vs. PORTX (13.58). CWGFX (43.38) and PORTX (42.57) have equivalent 5 years return.
| 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 | 12.421 | 10.410 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 947M | 13,200% |
| Annual Yield % from dividends | 1.64 | 0.58 | 281% |
| Returns for 1 year | 19.96 | 13.58 | 147% |
| Returns for 3 years | 5.92 | -7.98 | -74% |
| Returns for 5 years | 43.38 | 42.57 | 102% |
| Returns for 10 years | 48.23 | 58.97 | 82% |
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