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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$60.71
Change+$0.33 (+0.55%)
VolumeN/A
Net Assets821.99M
American Funds Capital World Gr&Inc R3
Price$71.27
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets135.35B
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Aug 10, 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: 135B vs. PORTX (822M). RWICX pays higher dividends than PORTX: RWICX (1.21) vs PORTX (0.61). 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 : 13.98 vs. PORTX (2.22). RWICX return over 5 years is better than : 45.41 vs. PORTX (24.25).
| 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 | 10.422 | 13.864 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 135B | 1% |
| Annual Yield % from dividends | 0.61 | 1.21 | 50% |
| Returns for 1 year | 2.22 | 13.98 | 16% |
| Returns for 3 years | 8.74 | 43.12 | 20% |
| Returns for 5 years | 24.25 | 45.41 | 53% |
| Returns for 10 years | 66.01 | 59.36 | 111% |