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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$52.69
Change-$1.46 (-2.70%)
VolumeN/A
Net Assets778.13M
American Funds Capital World Gr&Inc R3
Price$61.15
Change-$2.21 (-3.49%)
VolumeN/A
Net Assets123.19B
PORTX vs RWICX Comparison Chart
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PORTX vs. RWICX commentary
Apr 04, 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: 123B vs. PORTX (778M). 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 : -0.11 vs. PORTX (-8.95). RWICX return over 5 years is better than : 66.57 vs. PORTX (48.56).
| 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 | -1.510 | 0.786 | -192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 123B | 1% |
| Annual Yield % from dividends | 0.67 | 1.35 | 50% |
| Returns for 1 year | -8.95 | -0.11 | 8,254% |
| Returns for 3 years | -13.42 | 10.72 | -125% |
| Returns for 5 years | 48.56 | 66.57 | 73% |
| Returns for 10 years | 46.86 | 39.55 | 119% |