Ad is loading...
PORIX vs RWIBX
PORIX vs RWIBX Comparison
Open Charts PORIX vs RWIBX
Trillium ESG Global Equity Institutional
Price$63.76
Change+$0.14 (+0.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$68.11
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PORIX vs RWIBX Comparison Chart
Loading...
PORIX vs. RWIBX commentary
Oct 18, 2024
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 PORIX is a Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 129B vs. PORIX (947M). RWIBX pays higher dividends than PORIX: RWIBX (1.05) vs PORIX (0.83). PORIX was incepted earlier than RWIBX: PORIX (18 years) vs RWIBX (22 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. PORIX (10.00). RWIBX has a lower initial minimum investment than PORIX: RWIBX (250) vs PORIX (100000). RWIBX annual gain was more profitable for investors over the last year : 24.92 vs. PORIX (18.49). RWIBX (44.49) and PORIX (43.90) have equivalent 5 years return.
| PORIX | RWIBX | PORIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 11.830 | 15.261 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 129B | 1% |
| Annual Yield % from dividends | 0.83 | 1.05 | 79% |
| Returns for 1 year | 18.49 | 24.92 | 74% |
| Returns for 3 years | -5.94 | 7.22 | -82% |
| Returns for 5 years | 43.90 | 44.49 | 99% |
| Returns for 10 years | 74.92 | 59.32 | 126% |
View a ticker or compare two or three
VS
VS
Ad is loading...