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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$62.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.75
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PORIX vs RWIEX Comparison Chart
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PORIX vs. RWIEX commentary
Nov 22, 2024
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 StrongBuy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 126B vs. PORIX (910M). RWIEX pays higher dividends than PORIX: RWIEX (1.68) vs PORIX (0.83). PORIX was incepted earlier than RWIEX: PORIX (18 years) vs RWIEX (22 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. PORIX (10.00). 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 : 18.83 vs. PORIX (10.39). RWIEX return over 5 years is better than : 40.80 vs. PORIX (35.65).
| PORIX | RWIEX | PORIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 9.281 | 14.319 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 126B | 1% |
| Annual Yield % from dividends | 0.83 | 1.68 | 49% |
| Returns for 1 year | 10.39 | 18.83 | 55% |
| Returns for 3 years | -10.95 | 6.14 | -178% |
| Returns for 5 years | 35.65 | 40.80 | 87% |
| Returns for 10 years | 57.87 | 49.81 | 116% |
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