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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Trillium ESG Global Equity Investor
Price$61.31
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets827.18M
CWGFX vs PORTX Comparison Chart in %
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CWGFX vs. PORTX commentary
Aug 18, 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 CWGFX is a Buy and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. PORTX (827M). CWGFX pays higher dividends than PORTX: CWGFX (1.42) vs PORTX (0.61). CWGFX was incepted earlier than PORTX: CWGFX (24 years) vs PORTX (26 years). PORTX (1.20) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than CWGFX: PORTX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. PORTX (-0.46). CWGFX return over 5 years is better than : 47.31 vs. PORTX (24.17).
| CWGFX | PORTX | CWGFX / PORTX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.20 | 67% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 15.446 | 11.513 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 827M | 16,566% |
| Annual Yield % from dividends | 1.42 | 0.61 | 234% |
| Returns for 1 year | 11.40 | -0.46 | -2,503% |
| Returns for 3 years | 41.09 | 5.96 | 689% |
| Returns for 5 years | 47.31 | 24.17 | 196% |
| Returns for 10 years | 64.09 | 68.18 | 94% |
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