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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$62.72
Change-$0.37 (-0.59%)
VolumeN/A
Net Assets815.65M
American Funds Capital World Gr&Inc R3
Price$75.19
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
PORIX vs RWICX Comparison Chart in %
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PORIX vs. RWICX commentary
Oct 08, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. PORIX (816M). RWICX pays higher dividends than PORIX: RWICX (1.14) vs PORIX (0.74). PORIX was incepted earlier than RWICX: PORIX (19 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 : 11.86 vs. PORIX (1.12). RWICX return over 5 years is better than : 50.26 vs. PORIX (23.43).
| PORIX | RWICX | PORIX / RWICX | |
| Total Expense Ratio | 0.99 | 1.06 | 93% |
| Annual Report Gross Expense Ratio | 0.99 | 1.06 | 93% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 15.486 | 20.352 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 142B | 1% |
| Annual Yield % from dividends | 0.74 | 1.14 | 65% |
| Returns for 1 year | 1.12 | 11.86 | 9% |
| Returns for 3 years | 31.70 | 67.73 | 47% |
| Returns for 5 years | 23.43 | 50.26 | 47% |
| Returns for 10 years | 82.80 | 76.44 | 108% |
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