Interact to see
Advertisement
Advertisement
PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$60.09
Change+$0.32 (+0.54%)
VolumeN/A
Net Assets813.32M
American Funds Capital World Gr&Inc R3
Price$70.91
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
PORIX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PORIX vs. RWICX commentary
Aug 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 Buy and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 135B vs. PORIX (813M). RWICX pays higher dividends than PORIX: RWICX (1.21) vs PORIX (0.77). 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 : 16.03 vs. PORIX (3.12). RWICX return over 5 years is better than : 44.68 vs. PORIX (24.00).
| 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 | 9.409 | 13.289 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 135B | 1% |
| Annual Yield % from dividends | 0.77 | 1.21 | 64% |
| Returns for 1 year | 3.12 | 16.03 | 19% |
| Returns for 3 years | 7.21 | 41.60 | 17% |
| Returns for 5 years | 24.00 | 44.68 | 54% |
| Returns for 10 years | 64.62 | 56.99 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement