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PORIX vs RWIBX
PORIX vs RWIBX Comparison
Open Charts PORIX vs RWIBX
Trillium ESG Global Equity Institutional
Price$54.94
Change+$0.27 (+0.49%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$62.69
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
PORIX vs RWIBX Comparison Chart
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PORIX vs. RWIBX commentary
Dec 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. PORIX (846M). 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 : 7.74 vs. PORIX (-1.61). RWIBX return over 5 years is better than : 25.79 vs. PORIX (18.86).
| 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 | -2.652 | 6.816 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 125B | 1% |
| Annual Yield % from dividends | 0.83 | 1.05 | 79% |
| Returns for 1 year | -1.61 | 7.74 | -21% |
| Returns for 3 years | -16.90 | 4.61 | -367% |
| Returns for 5 years | 18.86 | 25.79 | 73% |
| Returns for 10 years | 58.62 | 40.60 | 144% |