Ad is loading...
CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Trillium ESG Global Equity Investor
Price$56.68
Change-$0.59 (-1.03%)
VolumeN/A
Net Assets844.2M
CWGFX vs PORTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. PORTX commentary
Feb 23, 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: 128B vs. PORTX (844M). 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). 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 : 7.04 vs. PORTX (-2.37). CWGFX return over 5 years is better than : 32.49 vs. PORTX (19.13).
| 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 | 4.307 | 4.165 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 844M | 15,166% |
| Annual Yield % from dividends | 1.64 | 0.58 | 281% |
| Returns for 1 year | 7.04 | -2.37 | -297% |
| Returns for 3 years | 16.46 | -5.58 | -295% |
| Returns for 5 years | 32.49 | 19.13 | 170% |
| Returns for 10 years | 44.44 | 55.82 | 80% |
View a ticker or compare two or three
VS
VS
Ad is loading...