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FWGIX vs PORTX
FWGIX vs PORTX Comparison
Open Charts FWGIX vs PORTX
American Funds Capital World Gr&Inc F3
Price$68.68
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
FWGIX vs PORTX Comparison Chart
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FWGIX vs. PORTX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. PORTX (817M). FWGIX pays higher dividends than PORTX: FWGIX (1.85) vs PORTX (0.62). FWGIX was incepted earlier than PORTX: FWGIX (8 years) vs PORTX (26 years). PORTX (1.20) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than FWGIX: PORTX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. PORTX (-4.00). FWGIX return over 5 years is better than : 53.53 vs. PORTX (33.41).
| FWGIX | PORTX | FWGIX / PORTX | |
| Total Expense Ratio | 0.41 | 1.20 | 34% |
| Annual Report Gross Expense Ratio | 0.41 | 1.20 | 34% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 9.196 | 6.984 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 817M | 16,034% |
| Annual Yield % from dividends | 1.85 | 0.62 | 298% |
| Returns for 1 year | 6.71 | -4.00 | -168% |
| Returns for 3 years | 45.29 | 14.71 | 308% |
| Returns for 5 years | 53.53 | 33.41 | 160% |
| Returns for 10 years | N/A | 60.97 | - |
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