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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$76.01
Change+$0.79 (+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
CWGFX vs PORTX Comparison Chart in %
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CWGFX 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 CWGFX is a StrongBuy and PORTX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. PORTX (814M). CWGFX pays higher dividends than PORTX: CWGFX (1.35) vs PORTX (0.58). CWGFX was incepted earlier than PORTX: CWGFX (25 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 : 11.44 vs. PORTX (-0.67). CWGFX return over 5 years is better than : 52.81 vs. PORTX (21.76).
| CWGFX | PORTX | CWGFX / PORTX | |
| Total Expense Ratio | 0.80 | 1.20 | 67% |
| Annual Report Gross Expense Ratio | 0.80 | 1.20 | 67% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 21.173 | 15.460 | 137% |
| 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 | 1.35 | 0.58 | 231% |
| Returns for 1 year | 11.44 | -0.67 | -1,717% |
| Returns for 3 years | 66.88 | 28.81 | 232% |
| Returns for 5 years | 52.81 | 21.76 | 243% |
| Returns for 10 years | 75.63 | 77.05 | 98% |
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