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PORIX vs RWIBX
PORIX vs RWIBX Comparison
Open Charts PORIX vs RWIBX
Trillium ESG Global Equity Institutional
Price$56.40
Change+$0.37 (+0.66%)
VolumeN/A
Net Assets853.52M
American Funds Capital World Gr&Inc R2
Price$64.98
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
PORIX vs RWIBX Comparison Chart
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PORIX vs. RWIBX commentary
Jan 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: 129B vs. PORIX (854M). 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 : 10.94 vs. PORIX (0.63). RWIBX return over 5 years is better than : 28.39 vs. PORIX (19.65).
| 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 | 3.240 | 3.885 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 129B | 1% |
| Annual Yield % from dividends | 0.83 | 1.05 | 79% |
| Returns for 1 year | 0.63 | 10.94 | 6% |
| Returns for 3 years | -9.81 | 12.03 | -82% |
| Returns for 5 years | 19.65 | 28.39 | 69% |
| Returns for 10 years | 63.02 | 44.48 | 142% |