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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$71.24
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Trillium ESG Global Equity Institutional
Price$60.09
Change+$0.32 (+0.54%)
VolumeN/A
Net Assets813.32M
CWIFX vs PORIX Comparison Chart in %
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CWIFX vs. PORIX commentary
Aug 08, 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 CWIFX is a StrongBuy and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. PORIX (813M). CWIFX pays higher dividends than PORIX: CWIFX (1.60) vs PORIX (0.77). CWIFX was incepted earlier than PORIX: CWIFX (23 years) vs PORIX (18 years). PORIX (0.99) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). CWIFX has a lower initial minimum investment than PORIX: CWIFX (250) vs PORIX (100000). CWIFX annual gain was more profitable for investors over the last year : 16.57 vs. PORIX (3.12). CWIFX return over 5 years is better than : 51.26 vs. PORIX (24.00).
| CWIFX | PORIX | CWIFX / PORIX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.593 | 9.409 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 813M | 16,605% |
| Annual Yield % from dividends | 1.60 | 0.77 | 208% |
| Returns for 1 year | 16.57 | 3.12 | 532% |
| Returns for 3 years | 44.74 | 7.21 | 621% |
| Returns for 5 years | 51.26 | 24.00 | 214% |
| Returns for 10 years | 83.24 | 64.62 | 129% |
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