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CWIFX vs PORTX
CWIFX vs PORTX Comparison
Open Charts CWIFX vs PORTX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
Trillium ESG Global Equity Investor
Price$62.03
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets805.94M
CWIFX vs PORTX Comparison Chart in %
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CWIFX vs. PORTX commentary
Sep 27, 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 PORTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. PORTX (806M). CWIFX pays higher dividends than PORTX: CWIFX (1.57) vs PORTX (0.59). CWIFX was incepted earlier than PORTX: CWIFX (23 years) vs PORTX (26 years). PORTX (1.20) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than CWIFX: PORTX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 9.11 vs. PORTX (-3.40). CWIFX return over 5 years is better than : 59.11 vs. PORTX (26.16).
| CWIFX | PORTX | CWIFX / PORTX | |
| Total Expense Ratio | 0.86 | 1.20 | 72% |
| Annual Report Gross Expense Ratio | 0.86 | 1.20 | 72% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 18.477 | 12.823 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 806M | 17,370% |
| Annual Yield % from dividends | 1.57 | 0.59 | 264% |
| Returns for 1 year | 9.11 | -3.40 | -268% |
| Returns for 3 years | 70.86 | 28.84 | 246% |
| Returns for 5 years | 59.11 | 26.16 | 226% |
| Returns for 10 years | 117.61 | 88.57 | 133% |
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