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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$73.91
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
Trillium ESG Global Equity Institutional
Price$56.24
Change+$0.20 (+0.36%)
VolumeN/A
Net Assets773.8M
CWIFX vs PORIX Comparison Chart in %
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CWIFX vs. PORIX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. PORIX (774M). CWIFX pays higher dividends than PORIX: CWIFX (1.66) vs PORIX (0.62). 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 : 17.87 vs. PORIX (3.07). CWIFX return over 5 years is better than : 35.15 vs. PORIX (-2.28).
| 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 | 3.894 | 1.884 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 774M | 18,346% |
| Annual Yield % from dividends | 1.66 | 0.62 | 269% |
| Returns for 1 year | 17.87 | 3.07 | 582% |
| Returns for 3 years | 44.26 | 6.83 | 648% |
| Returns for 5 years | 35.15 | -2.28 | -1,543% |
| Returns for 10 years | 127.99 | 87.21 | 147% |
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