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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 03, 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 Buy and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. PORTX (754M). 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 : 15.55 vs. PORTX (1.73). CWGFX return over 5 years is better than : 32.96 vs. PORTX (-8.79).
| 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 | 13.986 | 9.117 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 754M | 20,955% |
| Annual Yield % from dividends | 1.31 | 0.35 | 378% |
| Returns for 1 year | 15.55 | 1.73 | 898% |
| Returns for 3 years | 43.96 | 3.93 | 1,118% |
| Returns for 5 years | 32.96 | -8.79 | -375% |
| Returns for 10 years | 93.69 | 73.19 | 128% |
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