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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$74.66
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Trillium ESG Global Equity Investor
Price$61.95
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets828.43M
CWGFX vs PORTX Comparison Chart in %
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CWGFX vs. PORTX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. PORTX (828M). CWGFX pays higher dividends than PORTX: CWGFX (1.39) vs PORTX (0.59). CWGFX was incepted earlier than PORTX: CWGFX (25 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 : 13.31 vs. PORTX (-1.81). CWGFX return over 5 years is better than : 52.58 vs. PORTX (23.53).
| CWGFX | PORTX | CWGFX / PORTX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.20 | 67% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 19.021 | 12.550 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 828M | 17,029% |
| Annual Yield % from dividends | 1.39 | 0.59 | 234% |
| Returns for 1 year | 13.31 | -1.81 | -735% |
| Returns for 3 years | 58.72 | 19.76 | 297% |
| Returns for 5 years | 52.58 | 23.53 | 223% |
| Returns for 10 years | 80.89 | 81.81 | 99% |
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