Ad is loading...
PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$56.33
Change-$0.59 (-1.04%)
VolumeN/A
Net Assets844.2M
American Funds Capital World Gr&Inc R3
Price$65.70
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
PORIX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PORIX vs. RWICX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 128B vs. PORIX (844M). 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 : 6.73 vs. PORIX (-3.22). RWICX return over 5 years is better than : 31.40 vs. PORIX (18.96).
| 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 | 3.112 | 4.269 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 128B | 1% |
| Annual Yield % from dividends | 0.83 | 1.43 | 58% |
| Returns for 1 year | -3.22 | 6.73 | -48% |
| Returns for 3 years | -6.25 | 15.82 | -40% |
| Returns for 5 years | 18.96 | 31.40 | 60% |
| Returns for 10 years | 56.41 | 43.13 | 131% |
View a ticker or compare two or three
VS
VS
Ad is loading...