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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$62.72
Change-$0.37 (-0.59%)
VolumeN/A
Net Assets815.65M
American Funds Capital World Gr&Inc R4
Price$75.62
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX commentary
Oct 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 Hold and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. PORIX (816M). RWIEX pays higher dividends than PORIX: RWIEX (1.38) vs PORIX (0.74). PORIX was incepted earlier than RWIEX: PORIX (19 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 : 12.24 vs. PORIX (1.12). RWIEX return over 5 years is better than : 52.04 vs. PORIX (23.43).
| PORIX | RWIEX | PORIX / RWIEX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 15.486 | 20.640 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 142B | 1% |
| Annual Yield % from dividends | 0.74 | 1.38 | 54% |
| Returns for 1 year | 1.12 | 12.24 | 9% |
| Returns for 3 years | 31.70 | 69.20 | 46% |
| Returns for 5 years | 23.43 | 52.04 | 45% |
| Returns for 10 years | 82.80 | 78.67 | 105% |
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