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PORIX vs RWIBX
PORIX vs RWIBX Comparison
Open Charts PORIX vs RWIBX
Trillium ESG Global Equity Institutional
Price$56.33
Change-$0.59 (-1.04%)
VolumeN/A
Net Assets844.2M
American Funds Capital World Gr&Inc R2
Price$65.18
Change-$0.87 (-1.32%)
VolumeN/A
Net Assets128.43B
PORIX vs RWIBX Comparison Chart
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PORIX vs. RWIBX commentary
Feb 23, 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 PORIX is a Hold and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. PORIX (844M). RWIBX pays higher dividends than PORIX: RWIBX (1.05) vs PORIX (0.83). PORIX was incepted earlier than RWIBX: PORIX (18 years) vs RWIBX (23 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 : 6.22 vs. PORIX (-3.22). RWIBX return over 5 years is better than : 29.55 vs. PORIX (18.96).
| PORIX | RWIBX | PORIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.112 | 4.205 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 128B | 1% |
| Annual Yield % from dividends | 0.83 | 1.05 | 79% |
| Returns for 1 year | -3.22 | 6.22 | -52% |
| Returns for 3 years | -6.25 | 14.72 | -42% |
| Returns for 5 years | 18.96 | 29.55 | 64% |
| Returns for 10 years | 56.41 | 40.94 | 138% |
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