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CWIAX vs PORIX
CWIAX vs PORIX Comparison
Open Charts CWIAX vs PORIX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Trillium ESG Global Equity Institutional
Price$61.75
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets810.03M
CWIAX vs PORIX Comparison Chart in %
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CWIAX vs. PORIX commentary
Sep 28, 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 CWIAX is a Buy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. PORIX (810M). CWIAX pays higher dividends than PORIX: CWIAX (1.43) vs PORIX (0.75). CWIAX was incepted earlier than PORIX: CWIAX (24 years) vs PORIX (19 years). PORIX (0.99) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). CWIAX has a lower initial minimum investment than PORIX: CWIAX (250) vs PORIX (100000). CWIAX annual gain was more profitable for investors over the last year : 9.41 vs. PORIX (-3.21). CWIAX return over 5 years is better than : 58.49 vs. PORIX (27.25).
| CWIAX | PORIX | CWIAX / PORIX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 0.99 | 79% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 18.856 | 13.033 | 145% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 810M | 17,284% |
| Annual Yield % from dividends | 1.43 | 0.75 | 189% |
| Returns for 1 year | 9.41 | -3.21 | -293% |
| Returns for 3 years | 70.79 | 29.24 | 242% |
| Returns for 5 years | 58.49 | 27.25 | 215% |
| Returns for 10 years | 114.38 | 91.25 | 125% |
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