FWCGX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
PORTX
Price
$60.89
Change
+$0.36 (+0.59%)
Updated
Jul 3 closing price
Net Assets
834.01M
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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$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Trillium ESG Global Equity Investor
Price$60.89
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets834.01M
FWCGX vs PORTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. PORTX (834M). 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 : 9.68 vs. PORTX (-1.20).
FWCGXPORTXFWCGX / PORTX
Total Expense Ratio0.471.2039%
Annual Report Gross Expense Ratio0.471.2039%
Fund Existence5 years26 years-
Gain YTD13.73210.749128%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B834M16,307%
Annual Yield % from dividends1.730.60287%
Returns for 1 year9.68-1.20-806%
Returns for 3 years53.0814.87357%
Returns for 5 yearsN/A33.19-
Returns for 10 yearsN/A70.70-
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