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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$54.94
Change+$0.27 (+0.49%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R3
Price$63.14
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
PORIX vs RWICX Comparison Chart
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PORIX vs. RWICX commentary
Dec 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 125B vs. PORIX (846M). RWICX pays higher dividends than PORIX: RWICX (1.43) vs PORIX (0.83). PORIX was incepted earlier than RWICX: PORIX (18 years) vs RWICX (23 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 : 8.26 vs. PORIX (-1.61). RWICX return over 5 years is better than : 27.60 vs. PORIX (18.86).
| PORIX | RWICX | PORIX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -2.652 | 7.319 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 125B | 1% |
| Annual Yield % from dividends | 0.83 | 1.43 | 58% |
| Returns for 1 year | -1.61 | 8.26 | -20% |
| Returns for 3 years | -16.90 | 5.60 | -302% |
| Returns for 5 years | 18.86 | 27.60 | 68% |
| Returns for 10 years | 58.62 | 42.77 | 137% |