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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$75.22
Change+$0.78 (+1.05%)
VolumeN/A
Net Assets140.77B
Trillium ESG Global Equity Investor
Price$63.48
Change+$0.55 (+0.87%)
VolumeN/A
Net Assets814.14M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Oct 21, 2025
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 CWGCX is a StrongBuy and PORTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. PORTX (814M). CWGCX pays higher dividends than PORTX: CWGCX (0.77) vs PORTX (0.58). CWGCX was incepted earlier than PORTX: CWGCX (25 years) vs PORTX (26 years). CWGCX (1.49) is less costly to investors than PORTX (1.20). CWGCX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than CWGCX: PORTX (0) vs CWGCX (250). CWGCX annual gain was more profitable for investors over the last year : 10.65 vs. PORTX (-0.67). CWGCX return over 5 years is better than : 48.79 vs. PORTX (21.76).
| CWGCX | PORTX | CWGCX / PORTX | |
| Total Expense Ratio | 1.49 | 1.20 | 124% |
| Annual Report Gross Expense Ratio | 1.49 | 1.20 | 124% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 20.548 | 15.460 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 814M | 17,322% |
| Annual Yield % from dividends | 0.77 | 0.58 | 132% |
| Returns for 1 year | 10.65 | -0.67 | -1,598% |
| Returns for 3 years | 63.66 | 28.81 | 221% |
| Returns for 5 years | 48.79 | 21.76 | 224% |
| Returns for 10 years | 70.94 | 77.05 | 92% |