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CWGCX vs PORTX
CWGCX vs PORTX Comparison
Open Charts CWGCX vs PORTX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
Trillium ESG Global Equity Investor
Price$56.43
Change-$6.58 (-10.44%)
VolumeN/A
Net Assets775.46M
CWGCX vs PORTX Comparison Chart in %
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CWGCX vs. PORTX commentary
Feb 05, 2026
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 Buy and PORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. PORTX (775M). CWGCX pays higher dividends than PORTX: CWGCX (0.84) vs PORTX (0.37). 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 : 15.29 vs. PORTX (1.92). CWGCX return over 5 years is better than : 26.77 vs. PORTX (-4.23).
| 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 | 4.866 | 2.158 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 775M | 18,323% |
| Annual Yield % from dividends | 0.84 | 0.37 | 226% |
| Returns for 1 year | 15.29 | 1.92 | 798% |
| Returns for 3 years | 39.90 | 3.49 | 1,142% |
| Returns for 5 years | 26.77 | -4.23 | -634% |
| Returns for 10 years | 93.96 | 83.15 | 113% |
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