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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Trillium ESG Global Equity Investor
Price$56.05
Change+$0.10 (+0.18%)
VolumeN/A
Net Assets764.76M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Dec 27, 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 Hold and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. PORTX (765M). CWGCX pays higher dividends than PORTX: CWGCX (0.75) vs PORTX (0.57). 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 (21.73). 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 : 11.58 vs. PORTX (0.23). CWGCX return over 5 years is better than : 27.30 vs. PORTX (-1.50).
| 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 | 13.625 | 1.946 | 700% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 765M | 18,562% |
| Annual Yield % from dividends | 0.75 | 0.57 | 131% |
| Returns for 1 year | 11.58 | 0.23 | 4,981% |
| Returns for 3 years | 42.94 | 11.28 | 381% |
| Returns for 5 years | 27.30 | -1.50 | -1,822% |
| Returns for 10 years | 69.41 | 65.62 | 106% |
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