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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$60.09
Change+$0.32 (+0.54%)
VolumeN/A
Net Assets813.32M
American Funds Capital World Gr&Inc R4
Price$71.32
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX commentary
Aug 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 Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. PORIX (813M). RWIEX pays higher dividends than PORIX: RWIEX (1.46) vs PORIX (0.77). 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 : 16.40 vs. PORIX (3.12). RWIEX return over 5 years is better than : 46.28 vs. PORIX (24.00).
| 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 | 9.409 | 13.485 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 135B | 1% |
| Annual Yield % from dividends | 0.77 | 1.46 | 53% |
| Returns for 1 year | 3.12 | 16.40 | 19% |
| Returns for 3 years | 7.21 | 42.71 | 17% |
| Returns for 5 years | 24.00 | 46.28 | 52% |
| Returns for 10 years | 64.62 | 58.83 | 110% |
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