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PORTX vs WGIFX
PORTX vs WGIFX Comparison
Open Charts PORTX vs WGIFX
Trillium ESG Global Equity Investor
Price$61.31
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets827.18M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
PORTX vs WGIFX Comparison Chart in %
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PORTX vs. WGIFX commentary
Aug 18, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. PORTX (827M). WGIFX pays higher dividends than PORTX: WGIFX (1.67) vs PORTX (0.61). 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 : 11.69 vs. PORTX (-0.46). WGIFX return over 5 years is better than : 48.82 vs. PORTX (24.17).
| 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 | 11.513 | 15.635 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 137B | 1% |
| Annual Yield % from dividends | 0.61 | 1.67 | 36% |
| Returns for 1 year | -0.46 | 11.69 | -4% |
| Returns for 3 years | 5.96 | 42.11 | 14% |
| Returns for 5 years | 24.17 | 48.82 | 50% |
| Returns for 10 years | 68.18 | 65.73 | 104% |
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