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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$60.97
Change-$0.36 (-0.59%)
VolumeN/A
Net Assets825.55M
American Funds Capital World Gr&Inc R3
Price$72.12
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
PORIX vs RWICX Comparison Chart in %
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PORIX vs. RWICX commentary
Aug 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. PORIX (826M). RWICX pays higher dividends than PORIX: RWICX (1.18) vs PORIX (0.75). 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 : 9.39 vs. PORIX (-1.90). RWICX return over 5 years is better than : 41.86 vs. PORIX (21.45).
| 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 | 12.264 | 15.222 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 137B | 1% |
| Annual Yield % from dividends | 0.75 | 1.18 | 64% |
| Returns for 1 year | -1.90 | 9.39 | -20% |
| Returns for 3 years | 16.15 | 48.97 | 33% |
| Returns for 5 years | 21.45 | 41.86 | 51% |
| Returns for 10 years | 87.19 | 76.26 | 114% |
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