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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Trillium ESG Global Equity Investor
Price$63.09
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Nov 14, 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: 144B vs. PORTX (796M). CWGCX pays higher dividends than PORTX: CWGCX (0.75) 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 : 12.61 vs. PORTX (1.58). CWGCX return over 5 years is better than : 41.08 vs. PORTX (16.58).
| 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 | 20.452 | 16.424 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 796M | 18,090% |
| Annual Yield % from dividends | 0.75 | 0.58 | 130% |
| Returns for 1 year | 12.61 | 1.58 | 796% |
| Returns for 3 years | 51.03 | 17.72 | 288% |
| Returns for 5 years | 41.08 | 16.58 | 248% |
| Returns for 10 years | 75.46 | 83.12 | 91% |
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