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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$58.69
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets822.11M
American Funds Capital World Gr&Inc R4
Price$68.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
PORIX vs RWIEX Comparison Chart
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PORIX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. PORIX (822M). RWIEX pays higher dividends than PORIX: RWIEX (1.53) vs PORIX (0.79). PORIX was incepted earlier than RWIEX: PORIX (18 years) vs RWIEX (23 years). PORIX (0.99) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). RWIEX has a lower initial minimum investment than PORIX: RWIEX (250) vs PORIX (100000). RWIEX annual gain was more profitable for investors over the last year : 6.13 vs. PORIX (-3.30). RWIEX return over 5 years is better than : 45.35 vs. PORIX (28.65).
| PORIX | RWIEX | PORIX / RWIEX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 7.487 | 8.642 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 131B | 1% |
| Annual Yield % from dividends | 0.79 | 1.53 | 52% |
| Returns for 1 year | -3.30 | 6.13 | -54% |
| Returns for 3 years | 4.99 | 29.48 | 17% |
| Returns for 5 years | 28.65 | 45.35 | 63% |
| Returns for 10 years | 64.52 | 52.30 | 123% |