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CWIFX vs PORTX
CWIFX vs PORTX Comparison
Open Charts CWIFX vs PORTX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Trillium ESG Global Equity Investor
Price$56.43
Change-$6.58 (-10.44%)
VolumeN/A
Net Assets775.46M
CWIFX vs PORTX Comparison Chart in %
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CWIFX vs. PORTX commentary
Feb 04, 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 Buy and PORTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. PORTX (775M). CWIFX pays higher dividends than PORTX: CWIFX (1.59) vs PORTX (0.37). 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 (21.73). 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 : 16.37 vs. PORTX (1.92). CWIFX return over 5 years is better than : 34.32 vs. PORTX (-4.23).
| 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 | 4.948 | 2.158 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 775M | 18,323% |
| Annual Yield % from dividends | 1.59 | 0.37 | 430% |
| Returns for 1 year | 16.37 | 1.92 | 854% |
| Returns for 3 years | 43.74 | 3.49 | 1,252% |
| Returns for 5 years | 34.32 | -4.23 | -812% |
| Returns for 10 years | 128.46 | 83.15 | 154% |
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