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PORTX vs WGIFX
PORTX vs WGIFX Comparison
Open Charts PORTX vs WGIFX
Trillium ESG Global Equity Investor
Price$62.03
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets805.94M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
PORTX vs WGIFX Comparison Chart in %
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PORTX vs. WGIFX commentary
Sep 27, 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 PORTX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. PORTX (806M). WGIFX pays higher dividends than PORTX: WGIFX (1.64) vs PORTX (0.59). PORTX was incepted earlier than WGIFX: PORTX (26 years) vs WGIFX (17 years). PORTX (1.20) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than WGIFX: PORTX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 9.69 vs. PORTX (-3.40). WGIFX return over 5 years is better than : 56.59 vs. PORTX (26.16).
| PORTX | WGIFX | PORTX / WGIFX | |
| Total Expense Ratio | 1.20 | 0.52 | 231% |
| Annual Report Gross Expense Ratio | 1.20 | 0.52 | 231% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 12.823 | 19.049 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 140B | 1% |
| Annual Yield % from dividends | 0.59 | 1.64 | 36% |
| Returns for 1 year | -3.40 | 9.69 | -35% |
| Returns for 3 years | 28.84 | 71.01 | 41% |
| Returns for 5 years | 26.16 | 56.59 | 46% |
| Returns for 10 years | 88.57 | 91.92 | 96% |
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