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CWIEX vs PORIX
CWIEX vs PORIX Comparison
Open Charts CWIEX vs PORIX
American Funds Capital World Gr&Inc 529E
Price$74.29
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
CWIEX vs PORIX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. PORIX (810M). CWIEX pays higher dividends than PORIX: CWIEX (1.22) vs PORIX (0.75). 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 (5.55). 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 : 9.15 vs. PORIX (-3.21). CWIEX return over 5 years is better than : 56.65 vs. PORIX (27.25).
| 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 | 18.639 | 13.033 | 143% |
| Front Load | N/A | 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 | 1.22 | 0.75 | 162% |
| Returns for 1 year | 9.15 | -3.21 | -285% |
| Returns for 3 years | 69.61 | 29.24 | 238% |
| Returns for 5 years | 56.65 | 27.25 | 208% |
| Returns for 10 years | 109.57 | 91.25 | 120% |
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