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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Trillium ESG Global Equity Institutional
Price$55.64
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets764.76M
CWIFX vs PORIX Comparison Chart in %
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CWIFX vs. PORIX commentary
Dec 26, 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 Hold and PORIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. PORIX (765M). CWIFX pays higher dividends than PORIX: CWIFX (1.48) vs PORIX (0.73). 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 (21.73). 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 (0.14). CWIFX return over 5 years is better than : 34.60 vs. PORIX (-1.00).
| 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 | 14.415 | 1.849 | 780% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 765M | 18,562% |
| Annual Yield % from dividends | 1.48 | 0.73 | 205% |
| Returns for 1 year | 12.39 | 0.14 | 8,605% |
| Returns for 3 years | 46.56 | 11.63 | 400% |
| Returns for 5 years | 34.60 | -1.00 | -3,469% |
| Returns for 10 years | 99.15 | 67.97 | 146% |
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