FWCGX
Price
$72.48
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
PORTX
Price
$61.22
Change
+$0.02 (+0.03%)
Updated
Jul 25 closing price
Net Assets
830.55M
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FWCGX vs PORTX

Header iconFWCGX vs PORTX Comparison
Open Charts FWCGX vs PORTXBanner chart's image
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Trillium ESG Global Equity Investor
Price$61.22
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets830.55M
FWCGX vs PORTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. PORTX (831M). FWCGX pays higher dividends than PORTX: FWCGX (1.73) vs PORTX (0.60). 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 : 14.12 vs. PORTX (1.49).
FWCGXPORTXFWCGX / PORTX
Total Expense Ratio0.471.2039%
Annual Report Gross Expense Ratio0.471.2039%
Fund Existence5 years26 years-
Gain YTD15.19411.350134%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B831M16,486%
Annual Yield % from dividends1.730.60287%
Returns for 1 year14.121.49945%
Returns for 3 years53.8814.56370%
Returns for 5 yearsN/A28.88-
Returns for 10 yearsN/A68.61-
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