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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$56.33
Change-$0.59 (-1.04%)
VolumeN/A
Net Assets844.2M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
PORIX vs RWIEX Comparison Chart
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PORIX vs. RWIEX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. PORIX (844M). RWIEX pays higher dividends than PORIX: RWIEX (1.68) vs PORIX (0.83). PORIX was incepted earlier than RWIEX: PORIX (18 years) vs RWIEX (23 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 : 7.09 vs. PORIX (-3.22). RWIEX return over 5 years is better than : 32.66 vs. PORIX (18.96).
| PORIX | RWIEX | PORIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.112 | 4.325 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 128B | 1% |
| Annual Yield % from dividends | 0.83 | 1.68 | 49% |
| Returns for 1 year | -3.22 | 7.09 | -45% |
| Returns for 3 years | -6.25 | 16.55 | -38% |
| Returns for 5 years | 18.96 | 32.66 | 58% |
| Returns for 10 years | 56.41 | 44.62 | 126% |
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