Interact to see
Advertisement
Advertisement
FWCGX vs PORTX
FWCGX vs PORTX Comparison
Open Charts FWCGX vs PORTX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Trillium ESG Global Equity Investor
Price$58.82
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets817.09M
FWCGX vs PORTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. PORTX (817M). FWCGX pays higher dividends than PORTX: FWCGX (1.81) vs PORTX (0.62). FWCGX was incepted earlier than PORTX: FWCGX (5 years) vs PORTX (26 years). PORTX (1.20) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than FWCGX: PORTX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 6.64 vs. PORTX (-4.00).
| FWCGX | PORTX | FWCGX / PORTX | |
| Total Expense Ratio | 0.47 | 1.20 | 39% |
| Annual Report Gross Expense Ratio | 0.47 | 1.20 | 39% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 9.155 | 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 | 1.81 | 0.62 | 291% |
| Returns for 1 year | 6.64 | -4.00 | -166% |
| Returns for 3 years | 46.75 | 14.71 | 318% |
| Returns for 5 years | N/A | 33.41 | - |
| Returns for 10 years | N/A | 60.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement