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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$60.97
Change-$0.36 (-0.59%)
VolumeN/A
Net Assets825.55M
American Funds Capital World Gr&Inc R4
Price$72.55
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. PORIX (826M). RWIEX pays higher dividends than PORIX: RWIEX (1.43) vs PORIX (0.75). 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 : 9.74 vs. PORIX (-1.90). RWIEX return over 5 years is better than : 43.43 vs. PORIX (21.45).
| 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 | 12.264 | 15.442 | 79% |
| 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 | 1.43 | 53% |
| Returns for 1 year | -1.90 | 9.74 | -20% |
| Returns for 3 years | 16.15 | 50.14 | 32% |
| Returns for 5 years | 21.45 | 43.43 | 49% |
| Returns for 10 years | 87.19 | 78.33 | 111% |