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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
CWGFX vs PORTX Comparison Chart in %
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CWGFX vs. PORTX commentary
Aug 24, 2026
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: 156B vs. PORTX (764M). CWGFX pays higher dividends than PORTX: CWGFX (1.31) vs PORTX (0.35). CWGFX was incepted earlier than PORTX: CWGFX (25 years) vs PORTX (27 years). PORTX (1.26) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. PORTX (21.73). 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 : 17.16 vs. PORTX (2.15). CWGFX return over 5 years is better than : 36.91 vs. PORTX (-7.97).
| CWGFX | PORTX | CWGFX / PORTX | |
| Total Expense Ratio | 0.79 | 1.24 | 64% |
| Annual Report Gross Expense Ratio | 0.79 | 1.26 | 63% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 16.994 | 11.491 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 764M | 20,419% |
| Annual Yield % from dividends | 1.31 | 0.35 | 378% |
| Returns for 1 year | 17.16 | 2.15 | 797% |
| Returns for 3 years | 54.63 | 11.93 | 458% |
| Returns for 5 years | 36.91 | -7.97 | -463% |
| Returns for 10 years | 94.42 | 74.08 | 127% |
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