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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$59.30
Change+$0.29 (+0.49%)
VolumeN/A
Net Assets821.43M
American Funds Capital World Gr&Inc R3
Price$68.46
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
PORTX vs RWICX Comparison Chart
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PORTX vs. RWICX commentary
Jun 07, 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: 131B vs. PORTX (821M). RWICX pays higher dividends than PORTX: RWICX (1.26) vs PORTX (0.62). 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 : 6.00 vs. PORTX (-3.60). RWICX return over 5 years is better than : 44.37 vs. PORTX (27.48).
| 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 | 7.330 | 8.899 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 131B | 1% |
| Annual Yield % from dividends | 0.62 | 1.26 | 49% |
| Returns for 1 year | -3.60 | 6.00 | -60% |
| Returns for 3 years | 4.17 | 28.12 | 15% |
| Returns for 5 years | 27.48 | 44.37 | 62% |
| Returns for 10 years | 62.69 | 51.42 | 122% |
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