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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$58.69
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets821.43M
American Funds Capital World Gr&Inc R3
Price$68.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
PORIX vs RWICX Comparison Chart
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PORIX vs. RWICX commentary
Jun 07, 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: 131B 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 : 5.79 vs. PORIX (-3.30). RWICX return over 5 years is better than : 43.84 vs. PORIX (28.65).
| 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 | 7.487 | 8.501 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 131B | 1% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | -3.30 | 5.79 | -57% |
| Returns for 3 years | 4.99 | 28.56 | 17% |
| Returns for 5 years | 28.65 | 43.84 | 65% |
| Returns for 10 years | 64.52 | 50.62 | 127% |
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