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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Trillium ESG Global Equity Institutional
Price$61.75
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets810.03M
CWIFX vs PORIX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. PORIX (810M). CWIFX pays higher dividends than PORIX: CWIFX (1.57) vs PORIX (0.75). 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 (5.55). 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 : 9.58 vs. PORIX (-3.21). CWIFX return over 5 years is better than : 59.80 vs. PORIX (27.25).
| 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 | 18.989 | 13.033 | 146% |
| 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 | 1.57 | 0.75 | 208% |
| Returns for 1 year | 9.58 | -3.21 | -299% |
| Returns for 3 years | 71.60 | 29.24 | 245% |
| Returns for 5 years | 59.80 | 27.25 | 219% |
| Returns for 10 years | 118.55 | 91.25 | 130% |
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