CWGFX
Price
$81.85
Change
-$0.05 (-0.06%)
Updated
Jun 22 closing price
Net Assets
159.53B
PORTX
Price
$59.56
Change
-$0.22 (-0.37%)
Updated
Jun 22 closing price
Net Assets
753.7M
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CWGFX vs PORTX

CWGFX vs PORTX Comparison Chart in %
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CWGFX vs. PORTX commentary
Jun 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 Hold and PORTX is a Hold.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 160B vs. PORTX (754M). CWGFX pays higher dividends than PORTX: CWGFX (1.30) 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 : 18.82 vs. PORTX (3.08). CWGFX return over 5 years is better than : 31.85 vs. PORTX (-7.02).
CWGFXPORTXCWGFX / PORTX
Total Expense Ratio0.791.2464%
Annual Report Gross Expense Ratio0.791.2663%
Fund Existence25 years27 years-
Gain YTD13.4067.499179%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets160B754M21,220%
Annual Yield % from dividends1.300.35368%
Returns for 1 year18.823.08611%
Returns for 3 years50.186.22807%
Returns for 5 years31.85-7.02-454%
Returns for 10 years105.4083.22127%
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