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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$72.47
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
Trillium ESG Global Equity Institutional
Price$60.97
Change-$0.36 (-0.59%)
VolumeN/A
Net Assets825.55M
CWIFX vs PORIX Comparison Chart in %
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CWIFX vs. PORIX commentary
Aug 31, 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: 137B vs. PORIX (826M). CWIFX pays higher dividends than PORIX: CWIFX (1.57) vs PORIX (0.75). 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 : 9.89 vs. PORIX (-1.90). CWIFX return over 5 years is better than : 48.28 vs. PORIX (21.45).
| 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 | 15.555 | 12.264 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 826M | 16,586% |
| Annual Yield % from dividends | 1.57 | 0.75 | 208% |
| Returns for 1 year | 9.89 | -1.90 | -521% |
| Returns for 3 years | 52.29 | 16.15 | 324% |
| Returns for 5 years | 48.28 | 21.45 | 225% |
| Returns for 10 years | 105.74 | 87.19 | 121% |
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