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FWGIX vs PORTX
FWGIX vs PORTX Comparison
Open Charts FWGIX vs PORTX
American Funds Capital World Gr&Inc F3
Price$67.97
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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FWGIX vs PORTX Comparison Chart
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FWGIX vs. PORTX commentary
Sep 20, 2024
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 FWGIX is a StrongBuy and PORTX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. PORTX (947M). FWGIX pays higher dividends than PORTX: FWGIX (1.99) vs PORTX (0.58). FWGIX was incepted earlier than PORTX: FWGIX (8 years) vs PORTX (25 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). PORTX has a lower initial minimum investment than FWGIX: PORTX (5000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 20.43 vs. PORTX (13.58). FWGIX return over 5 years is better than : 44.90 vs. PORTX (42.57).
| FWGIX | PORTX | FWGIX / PORTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 12.724 | 10.410 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 947M | 13,200% |
| Annual Yield % from dividends | 1.99 | 0.58 | 342% |
| Returns for 1 year | 20.43 | 13.58 | 150% |
| Returns for 3 years | 6.75 | -7.98 | -85% |
| Returns for 5 years | 44.90 | 42.57 | 105% |
| Returns for 10 years | N/A | 58.97 | - |
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