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FWGIX vs PORTX
FWGIX vs PORTX Comparison
Open Charts FWGIX vs PORTX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Trillium ESG Global Equity Investor
Price$62.37
Change-$0.76 (-1.20%)
VolumeN/A
CapitalizationN/A
FWGIX vs PORTX Comparison Chart
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FWGIX vs. PORTX commentary
Nov 18, 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 Sell and PORTX is a StrongSell.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. PORTX (912M). 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 (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 19.52 vs. PORTX (11.43). FWGIX return over 5 years is better than : 40.15 vs. PORTX (33.56).
| 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 | 13.433 | 8.943 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 912M | 13,706% |
| Annual Yield % from dividends | 1.99 | 0.58 | 342% |
| Returns for 1 year | 19.52 | 11.43 | 171% |
| Returns for 3 years | 3.95 | -12.11 | -33% |
| Returns for 5 years | 40.15 | 33.56 | 120% |
| Returns for 10 years | N/A | 56.75 | - |