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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Trillium ESG Global Equity Institutional
Price$62.82
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
CWIFX vs PORIX Comparison Chart in %
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CWIFX vs. PORIX commentary
Nov 14, 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 StrongBuy and PORIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. PORIX (796M). CWIFX pays higher dividends than PORIX: CWIFX (1.49) 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 (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 : 13.64 vs. PORIX (1.78). CWIFX return over 5 years is better than : 49.49 vs. PORIX (17.58).
| 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 | 21.356 | 16.676 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 796M | 18,090% |
| Annual Yield % from dividends | 1.49 | 0.73 | 204% |
| Returns for 1 year | 13.64 | 1.78 | 767% |
| Returns for 3 years | 55.78 | 18.08 | 309% |
| Returns for 5 years | 49.49 | 17.58 | 281% |
| Returns for 10 years | 107.52 | 85.71 | 125% |
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