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FWGIX vs PORTX
FWGIX vs PORTX Comparison
Open Charts FWGIX vs PORTX
American Funds Capital World Gr&Inc F3
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
FWGIX vs PORTX Comparison Chart in %
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FWGIX vs. PORTX commentary
Jul 28, 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: 137B vs. PORTX (831M). FWGIX pays higher dividends than PORTX: FWGIX (1.77) vs PORTX (0.60). FWGIX was incepted earlier than PORTX: FWGIX (9 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 : 14.19 vs. PORTX (1.49). FWGIX return over 5 years is better than : 53.11 vs. PORTX (28.88).
| FWGIX | PORTX | FWGIX / PORTX | |
| Total Expense Ratio | 0.41 | 1.20 | 34% |
| Annual Report Gross Expense Ratio | 0.41 | 1.20 | 34% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 15.237 | 11.350 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 831M | 16,486% |
| Annual Yield % from dividends | 1.77 | 0.60 | 294% |
| Returns for 1 year | 14.19 | 1.49 | 950% |
| Returns for 3 years | 52.35 | 14.56 | 360% |
| Returns for 5 years | 53.11 | 28.88 | 184% |
| Returns for 10 years | N/A | 68.61 | - |
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