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FWCGX vs PORTX
FWCGX vs PORTX Comparison
Open Charts FWCGX vs PORTX
American Funds Capital World Gr&Inc529F3
Price$67.98
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$64.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FWCGX vs PORTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. PORTX (947M). FWCGX pays higher dividends than PORTX: FWCGX (1.94) vs PORTX (0.58). FWCGX was incepted earlier than PORTX: FWCGX (4 years) vs PORTX (25 years). FWCGX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). FWCGX has a lower initial minimum investment than PORTX: FWCGX (250) vs PORTX (5000). FWCGX annual gain was more profitable for investors over the last year : 20.34 vs. PORTX (13.58).
| FWCGX | PORTX | FWCGX / PORTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 12.680 | 10.410 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 947M | 13,200% |
| Annual Yield % from dividends | 1.94 | 0.58 | 333% |
| Returns for 1 year | 20.34 | 13.58 | 150% |
| Returns for 3 years | 9.12 | -7.98 | -114% |
| Returns for 5 years | N/A | 42.57 | - |
| Returns for 10 years | N/A | 58.97 | - |