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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Trillium ESG Global Equity Investor
Price$56.43
Change-$6.58 (-10.44%)
VolumeN/A
Net Assets775.46M
CWGFX vs PORTX Comparison Chart in %
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CWGFX 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 CWGFX is a Buy and PORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. PORTX (775M). CWGFX pays higher dividends than PORTX: CWGFX (1.41) vs PORTX (0.37). 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 (21.73). 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 : 16.18 vs. PORTX (1.92). CWGFX return over 5 years is better than : 30.54 vs. PORTX (-4.23).
| 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 | 4.924 | 2.158 | 228% |
| 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 | 1.41 | 0.37 | 383% |
| Returns for 1 year | 16.18 | 1.92 | 844% |
| Returns for 3 years | 43.02 | 3.49 | 1,231% |
| Returns for 5 years | 30.54 | -4.23 | -723% |
| Returns for 10 years | 99.82 | 83.15 | 120% |
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