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CWIFX vs PORTX
CWIFX vs PORTX Comparison
Open Charts CWIFX vs PORTX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Trillium ESG Global Equity Investor
Price$61.31
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets827.18M
CWIFX vs PORTX Comparison Chart in %
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CWIFX vs. PORTX commentary
Aug 17, 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 Buy and PORTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. PORTX (827M). CWIFX pays higher dividends than PORTX: CWIFX (1.60) vs PORTX (0.61). 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 : 11.58 vs. PORTX (-0.46). CWIFX return over 5 years is better than : 52.56 vs. PORTX (24.17).
| 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 | 15.587 | 11.513 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 827M | 16,566% |
| Annual Yield % from dividends | 1.60 | 0.61 | 264% |
| Returns for 1 year | 11.58 | -0.46 | -2,544% |
| Returns for 3 years | 43.22 | 5.96 | 725% |
| Returns for 5 years | 52.56 | 24.17 | 217% |
| Returns for 10 years | 89.56 | 68.18 | 131% |
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