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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$70.67
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.85B
Trillium ESG Global Equity Investor
Price$60.17
Change+$0.58 (+0.97%)
VolumeN/A
Net Assets825.98M
CWGFX vs PORTX Comparison Chart in %
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CWGFX vs. PORTX commentary
Jun 29, 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: 135B vs. PORTX (826M). CWGFX pays higher dividends than PORTX: CWGFX (1.49) vs PORTX (0.62). 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 : 9.64 vs. PORTX (-1.91). CWGFX return over 5 years is better than : 56.39 vs. PORTX (35.62).
| 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 | 12.377 | 9.440 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 826M | 16,344% |
| Annual Yield % from dividends | 1.49 | 0.62 | 239% |
| Returns for 1 year | 9.64 | -1.91 | -505% |
| Returns for 3 years | 46.88 | 14.54 | 322% |
| Returns for 5 years | 56.39 | 35.62 | 158% |
| Returns for 10 years | 60.20 | 67.59 | 89% |
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