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PORIX vs RWIBX
PORIX vs RWIBX Comparison
Open Charts PORIX vs RWIBX
Trillium ESG Global Equity Institutional
Price$50.89
Change-$1.11 (-2.13%)
VolumeN/A
Net Assets749.17M
American Funds Capital World Gr&Inc R2
Price$58.79
Change-$0.98 (-1.64%)
VolumeN/A
Net Assets116.98B
PORIX vs RWIBX Comparison Chart
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PORIX vs. RWIBX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. PORIX (749M). RWIBX pays higher dividends than PORIX: RWIBX (0.92) vs PORIX (0.85). PORIX was incepted earlier than RWIBX: PORIX (18 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than PORIX (0.99). RWIBX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). 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 : -4.83 vs. PORIX (-11.05). RWIBX return over 5 years is better than : 43.05 vs. PORIX (31.44).
| PORIX | RWIBX | PORIX / RWIBX | |
| Total Expense Ratio | 0.99 | 1.51 | 66% |
| Annual Report Gross Expense Ratio | 0.99 | 1.51 | 66% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -4.814 | -4.331 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 117B | 1% |
| Annual Yield % from dividends | 0.85 | 0.92 | 93% |
| Returns for 1 year | -11.05 | -4.83 | 229% |
| Returns for 3 years | -12.69 | 7.98 | -159% |
| Returns for 5 years | 31.44 | 43.05 | 73% |
| Returns for 10 years | 43.97 | 28.88 | 152% |