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FWGIX vs PORTX
FWGIX vs PORTX Comparison
Open Charts FWGIX vs PORTX
American Funds Capital World Gr&Inc F3
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
FWGIX vs PORTX Comparison Chart in %
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FWGIX vs. PORTX commentary
Jul 07, 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: 136B vs. PORTX (834M). FWGIX pays higher dividends than PORTX: FWGIX (1.77) vs PORTX (0.60). 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 : 9.74 vs. PORTX (-1.20). FWGIX return over 5 years is better than : 54.88 vs. PORTX (33.19).
| 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 | 13.775 | 10.749 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 834M | 16,307% |
| Annual Yield % from dividends | 1.77 | 0.60 | 294% |
| Returns for 1 year | 9.74 | -1.20 | -811% |
| Returns for 3 years | 51.57 | 14.87 | 347% |
| Returns for 5 years | 54.88 | 33.19 | 165% |
| Returns for 10 years | N/A | 70.70 | - |