Ad is loading...
PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$53.09
Change+$0.66 (+1.26%)
VolumeN/A
Net Assets742.68M
American Funds Capital World Gr&Inc R3
Price$62.57
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
PORTX vs RWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PORTX vs. RWICX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 119B vs. PORTX (743M). RWICX pays higher dividends than PORTX: RWICX (1.35) vs PORTX (0.67). 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 : -1.79 vs. PORTX (-9.44). RWICX return over 5 years is better than : 45.21 vs. PORTX (29.61).
| 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 | -4.638 | -3.334 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 119B | 1% |
| Annual Yield % from dividends | 0.67 | 1.35 | 50% |
| Returns for 1 year | -9.44 | -1.79 | 526% |
| Returns for 3 years | -10.38 | 13.98 | -74% |
| Returns for 5 years | 29.61 | 45.21 | 65% |
| Returns for 10 years | 39.92 | 30.41 | 131% |
View a ticker or compare two or three
VS
VS
Ad is loading...