FWGIX
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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FWGIX vs PORTX

Header iconFWGIX vs PORTX Comparison
Open Charts FWGIX vs PORTXBanner chart's image
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.

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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).
FWGIXPORTXFWGIX / PORTX
Total Expense Ratio0.411.2034%
Annual Report Gross Expense Ratio0.411.2034%
Fund Existence8 years26 years-
Gain YTD13.77510.749128%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets136B834M16,307%
Annual Yield % from dividends1.770.60294%
Returns for 1 year9.74-1.20-811%
Returns for 3 years51.5714.87347%
Returns for 5 years54.8833.19165%
Returns for 10 yearsN/A70.70-
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