Ad is loading...
Ad is loading...
FWCGX vs PORTX
FWCGX vs PORTX Comparison
Open Charts FWCGX vs PORTX
American Funds Capital World Gr&Inc529F3
Price$67.22
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$62.37
Change-$0.76 (-1.20%)
VolumeN/A
CapitalizationN/A
FWCGX vs PORTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. PORTX (912M). 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). PORTX has a lower initial minimum investment than FWCGX: PORTX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 19.45 vs. PORTX (11.43).
| 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 | 13.388 | 8.943 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 912M | 13,706% |
| Annual Yield % from dividends | 1.94 | 0.58 | 333% |
| Returns for 1 year | 19.45 | 11.43 | 170% |
| Returns for 3 years | 6.26 | -12.11 | -52% |
| Returns for 5 years | N/A | 33.56 | - |
| Returns for 10 years | N/A | 56.75 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...