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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
Trillium ESG Global Equity Investor
Price$60.71
Change+$0.33 (+0.55%)
VolumeN/A
Net Assets821.99M
CWGFX vs PORTX Comparison Chart in %
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CWGFX vs. PORTX commentary
Aug 10, 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: 136B vs. PORTX (822M). CWGFX pays higher dividends than PORTX: CWGFX (1.42) vs PORTX (0.61). 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 : 14.31 vs. PORTX (2.22). CWGFX return over 5 years is better than : 46.80 vs. PORTX (24.25).
| 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 | 14.031 | 10.422 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 822M | 16,545% |
| Annual Yield % from dividends | 1.42 | 0.61 | 234% |
| Returns for 1 year | 14.31 | 2.22 | 646% |
| Returns for 3 years | 44.10 | 8.74 | 504% |
| Returns for 5 years | 46.80 | 24.25 | 193% |
| Returns for 10 years | 61.01 | 66.01 | 92% |
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