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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$60.12
Change+$0.40 (+0.67%)
VolumeN/A
Net Assets820.83M
American Funds Capital World Gr&Inc R3
Price$71.05
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
PORIX vs RWICX Comparison Chart in %
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PORIX vs. RWICX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 135B vs. PORIX (821M). RWICX pays higher dividends than PORIX: RWICX (1.21) vs PORIX (0.76). 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 : 8.59 vs. PORIX (-3.94). RWICX return over 5 years is better than : 47.54 vs. PORIX (27.75).
| 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 | 9.317 | 13.512 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 135B | 1% |
| Annual Yield % from dividends | 0.76 | 1.21 | 63% |
| Returns for 1 year | -3.94 | 8.59 | -46% |
| Returns for 3 years | 14.99 | 51.40 | 29% |
| Returns for 5 years | 27.75 | 47.54 | 58% |
| Returns for 10 years | 63.92 | 56.57 | 113% |
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