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CWIFX vs PORIX
CWIFX vs PORIX Comparison
Open Charts CWIFX vs PORIX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Trillium ESG Global Equity Institutional
Price$62.65
Change+$0.29 (+0.47%)
VolumeN/A
Net Assets807.14M
CWIFX vs PORIX Comparison Chart in %
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CWIFX vs. PORIX commentary
Oct 21, 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: 141B vs. PORIX (807M). CWIFX pays higher dividends than PORIX: CWIFX (1.53) vs PORIX (0.74). 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 : 10.94 vs. PORIX (-0.95). CWIFX return over 5 years is better than : 55.22 vs. PORIX (21.43).
| 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 | 20.108 | 14.681 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 807M | 17,472% |
| Annual Yield % from dividends | 1.53 | 0.74 | 206% |
| Returns for 1 year | 10.94 | -0.95 | -1,150% |
| Returns for 3 years | 68.69 | 27.89 | 246% |
| Returns for 5 years | 55.22 | 21.43 | 258% |
| Returns for 10 years | 103.66 | 80.83 | 128% |
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