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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$56.68
Change-$0.59 (-1.03%)
VolumeN/A
Net Assets844.2M
American Funds Capital World Gr&Inc R3
Price$65.70
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
PORTX vs RWICX Comparison Chart
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PORTX vs. RWICX commentary
Feb 23, 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: 128B vs. PORTX (844M). RWICX pays higher dividends than PORTX: RWICX (1.43) vs PORTX (0.58). PORTX was incepted earlier than RWICX: PORTX (25 years) vs RWICX (23 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). 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 : 6.73 vs. PORTX (-2.37). RWICX return over 5 years is better than : 31.40 vs. PORTX (19.13).
| PORTX | RWICX | PORTX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 4.165 | 4.269 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 128B | 1% |
| Annual Yield % from dividends | 0.58 | 1.43 | 41% |
| Returns for 1 year | -2.37 | 6.73 | -35% |
| Returns for 3 years | -5.58 | 15.82 | -35% |
| Returns for 5 years | 19.13 | 31.40 | 61% |
| Returns for 10 years | 55.82 | 43.13 | 129% |
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