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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$61.16
Change-$0.71 (-1.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R3
Price$64.12
Change-$1.09 (-1.67%)
VolumeN/A
CapitalizationN/A
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PORIX vs RWICX Comparison Chart
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PORIX vs. RWICX commentary
Sep 08, 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 RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 121B vs. PORIX (924M). RWICX pays higher dividends than PORIX: RWICX (1.43) vs PORIX (0.83). PORIX was incepted earlier than RWICX: PORIX (17 years) vs RWICX (22 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. PORIX (10.00). 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 : 16.96 vs. PORIX (10.38). PORIX return over 5 years is better than : 41.86 vs. RWICX (39.79).
| PORIX | RWICX | PORIX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 8.754 | 10.109 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 924M | 121B | 1% |
| Annual Yield % from dividends | 0.83 | 1.43 | 58% |
| Returns for 1 year | 10.38 | 16.96 | 61% |
| Returns for 3 years | -10.61 | 0.99 | -1,071% |
| Returns for 5 years | 41.86 | 39.79 | 105% |
| Returns for 10 years | 57.71 | 44.16 | 131% |
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