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CWIEX vs PORTX
CWIEX vs PORTX Comparison
Open Charts CWIEX vs PORTX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Trillium ESG Global Equity Investor
Price$62.03
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets805.94M
CWIEX vs PORTX Comparison Chart in %
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CWIEX vs. PORTX commentary
Sep 27, 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 Hold and PORTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. PORTX (806M). CWIEX pays higher dividends than PORTX: CWIEX (1.22) vs PORTX (0.59). CWIEX was incepted earlier than PORTX: CWIEX (24 years) vs PORTX (26 years). PORTX (1.20) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than CWIEX: PORTX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 8.69 vs. PORTX (-3.40). CWIEX return over 5 years is better than : 56.00 vs. PORTX (26.16).
| CWIEX | PORTX | CWIEX / PORTX | |
| Total Expense Ratio | 1.00 | 1.20 | 83% |
| Annual Report Gross Expense Ratio | 1.00 | 1.20 | 83% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 18.144 | 12.823 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 806M | 17,370% |
| Annual Yield % from dividends | 1.22 | 0.59 | 205% |
| Returns for 1 year | 8.69 | -3.40 | -256% |
| Returns for 3 years | 68.90 | 28.84 | 239% |
| Returns for 5 years | 56.00 | 26.16 | 214% |
| Returns for 10 years | 108.70 | 88.57 | 123% |
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