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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$61.95
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets828.43M
American Funds Capital World Gr&Inc R3
Price$74.23
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Sep 18, 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 PORTX is a Buy and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 141B vs. PORTX (828M). RWICX pays higher dividends than PORTX: RWICX (1.18) vs PORTX (0.59). PORTX was incepted earlier than RWICX: PORTX (26 years) vs RWICX (23 years). PORTX (1.20) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than RWICX: PORTX (0) vs RWICX (250). RWICX annual gain was more profitable for investors over the last year : 12.97 vs. PORTX (-1.81). RWICX return over 5 years is better than : 51.00 vs. PORTX (23.53).
| PORTX | RWICX | PORTX / RWICX | |
| Total Expense Ratio | 1.20 | 1.06 | 113% |
| Annual Report Gross Expense Ratio | 1.20 | 1.06 | 113% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 12.550 | 18.816 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 141B | 1% |
| Annual Yield % from dividends | 0.59 | 1.18 | 50% |
| Returns for 1 year | -1.81 | 12.97 | -14% |
| Returns for 3 years | 19.76 | 57.57 | 34% |
| Returns for 5 years | 23.53 | 51.00 | 46% |
| Returns for 10 years | 81.81 | 78.93 | 104% |
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