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FCWGX vs PORTX
FCWGX vs PORTX Comparison
Open Charts FCWGX vs PORTX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Trillium ESG Global Equity Investor
Price$58.82
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets817.09M
FCWGX vs PORTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. PORTX (817M). FCWGX pays higher dividends than PORTX: FCWGX (1.75) vs PORTX (0.62). FCWGX was incepted earlier than PORTX: FCWGX (5 years) vs PORTX (26 years). PORTX (1.20) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than FCWGX: PORTX (0) vs FCWGX (250). FCWGX annual gain was more profitable for investors over the last year : 6.60 vs. PORTX (-4.00).
| FCWGX | PORTX | FCWGX / PORTX | |
| Total Expense Ratio | 0.52 | 1.20 | 43% |
| Annual Report Gross Expense Ratio | 0.52 | 1.20 | 43% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 9.138 | 6.984 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 817M | 16,034% |
| Annual Yield % from dividends | 1.75 | 0.62 | 282% |
| Returns for 1 year | 6.60 | -4.00 | -165% |
| Returns for 3 years | 46.60 | 14.71 | 317% |
| Returns for 5 years | N/A | 33.41 | - |
| Returns for 10 years | N/A | 60.97 | - |
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