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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$50.89
Change-$1.11 (-2.13%)
VolumeN/A
Net Assets749.17M
American Funds Capital World Gr&Inc R4
Price$59.56
Change-$0.99 (-1.64%)
VolumeN/A
Net Assets116.98B
PORIX vs RWIEX Comparison Chart
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PORIX vs. RWIEX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. PORIX (749M). RWIEX pays higher dividends than PORIX: RWIEX (1.63) vs PORIX (0.85). 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 : -4.04 vs. PORIX (-11.05). RWIEX return over 5 years is better than : 46.83 vs. PORIX (31.44).
| 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 | -4.814 | -4.134 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 117B | 1% |
| Annual Yield % from dividends | 0.85 | 1.63 | 52% |
| Returns for 1 year | -11.05 | -4.04 | 273% |
| Returns for 3 years | -12.69 | 9.90 | -128% |
| Returns for 5 years | 31.44 | 46.83 | 67% |
| Returns for 10 years | 43.97 | 32.51 | 135% |
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