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FWCGX vs PORTX
FWCGX vs PORTX Comparison
Open Charts FWCGX vs PORTX
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).
| 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 | 13.732 | 10.749 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 834M | 16,307% |
| Annual Yield % from dividends | 1.73 | 0.60 | 287% |
| Returns for 1 year | 9.68 | -1.20 | -806% |
| Returns for 3 years | 53.08 | 14.87 | 357% |
| Returns for 5 years | N/A | 33.19 | - |
| Returns for 10 years | N/A | 70.70 | - |
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