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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$75.52
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Trillium ESG Global Equity Institutional
Price$62.72
Change-$0.37 (-0.59%)
VolumeN/A
Net Assets815.65M
CWIFX vs PORIX Comparison Chart in %
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CWIFX vs. PORIX commentary
Oct 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 Buy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. PORIX (816M). CWIFX pays higher dividends than PORIX: CWIFX (1.53) vs PORIX (0.74). CWIFX was incepted earlier than PORIX: CWIFX (23 years) vs PORIX (19 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 : 12.39 vs. PORIX (1.12). CWIFX return over 5 years is better than : 56.62 vs. PORIX (23.43).
| 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 | 19 years | - |
| Gain YTD | 20.780 | 15.486 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 816M | 17,402% |
| Annual Yield % from dividends | 1.53 | 0.74 | 206% |
| Returns for 1 year | 12.39 | 1.12 | 1,102% |
| Returns for 3 years | 70.94 | 31.70 | 224% |
| Returns for 5 years | 56.62 | 23.43 | 242% |
| Returns for 10 years | 105.34 | 82.80 | 127% |
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