Interact to see
Advertisement
Advertisement
CWIEX vs PORIX
CWIEX vs PORIX Comparison
Open Charts CWIEX vs PORIX
American Funds Capital World Gr&Inc 529E
Price$73.78
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
Trillium ESG Global Equity Institutional
Price$56.24
Change+$0.20 (+0.36%)
VolumeN/A
Net Assets773.8M
CWIEX vs PORIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. PORIX commentary
Jan 16, 2026
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 CWIEX is a Hold and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. PORIX (774M). CWIEX pays higher dividends than PORIX: CWIEX (1.30) vs PORIX (0.62). CWIEX was incepted earlier than PORIX: CWIEX (24 years) vs PORIX (19 years). CWIEX (1.00) and PORIX (0.99) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. PORIX (21.73). CWIEX has a lower initial minimum investment than PORIX: CWIEX (250) vs PORIX (100000). CWIEX annual gain was more profitable for investors over the last year : 17.39 vs. PORIX (3.07). CWIEX return over 5 years is better than : 32.50 vs. PORIX (-2.28).
| CWIEX | PORIX | CWIEX / PORIX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 3.872 | 1.884 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 774M | 18,346% |
| Annual Yield % from dividends | 1.30 | 0.62 | 210% |
| Returns for 1 year | 17.39 | 3.07 | 566% |
| Returns for 3 years | 42.55 | 6.83 | 623% |
| Returns for 5 years | 32.50 | -2.28 | -1,427% |
| Returns for 10 years | 118.59 | 87.21 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GTEK | 41.74 | 0.38 | +0.92% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
| FTQI | 21.02 | 0.05 | +0.24% |
| First Trust Nasdaq BuyWrite Income ETF | |||
| NBDS | 35.86 | 0.02 | +0.07% |
| Neuberger Disrupters ETF | |||
| TRSY | 30.11 | N/A | N/A |
| Xtrackers US 0-1 Year Treasury ETF | |||
| EFV | 73.33 | -0.09 | -0.12% |
| iShares MSCI EAFE Value ETF | |||