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CWGFX vs PORTX
CWGFX vs PORTX Comparison
Open Charts CWGFX vs PORTX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Trillium ESG Global Equity Investor
Price$63.09
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
CWGFX vs PORTX Comparison Chart in %
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CWGFX vs. PORTX commentary
Nov 14, 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: 144B vs. PORTX (796M). CWGFX pays higher dividends than PORTX: CWGFX (1.32) 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 : 14.99 vs. PORTX (1.58). CWGFX return over 5 years is better than : 47.60 vs. PORTX (16.58).
| 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 | 23.373 | 16.424 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 796M | 18,090% |
| Annual Yield % from dividends | 1.32 | 0.58 | 229% |
| Returns for 1 year | 14.99 | 1.58 | 946% |
| Returns for 3 years | 55.97 | 17.72 | 316% |
| Returns for 5 years | 47.60 | 16.58 | 287% |
| Returns for 10 years | 85.73 | 83.12 | 103% |
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