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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$59.28
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets820.94M
American Funds Capital World Gr&Inc R3
Price$69.88
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
PORIX vs RWICX Comparison Chart in %
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PORIX vs. RWICX commentary
Jun 27, 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 Buy and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 133B vs. PORIX (821M). RWICX pays higher dividends than PORIX: RWICX (1.26) vs PORIX (0.79). PORIX was incepted earlier than RWICX: PORIX (18 years) vs RWICX (23 years). RWICX (1.06) is less costly to investors than PORIX (0.99). RWICX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). RWICX has a lower initial minimum investment than PORIX: RWICX (250) vs PORIX (100000). RWICX annual gain was more profitable for investors over the last year : 8.76 vs. PORIX (-3.37). RWICX return over 5 years is better than : 54.06 vs. PORIX (34.76).
| PORIX | RWICX | PORIX / RWICX | |
| Total Expense Ratio | 0.99 | 1.06 | 93% |
| Annual Report Gross Expense Ratio | 0.99 | 1.06 | 93% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 7.944 | 11.643 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 133B | 1% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | -3.37 | 8.76 | -39% |
| Returns for 3 years | 11.41 | 43.75 | 26% |
| Returns for 5 years | 34.76 | 54.06 | 64% |
| Returns for 10 years | 67.45 | 57.66 | 117% |
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