PORTX
Price
$56.68
Change
-$0.59 (-1.03%)
Updated
Feb 21 closing price
Net Assets
844.2M
RWICX
Price
$65.70
Change
-$0.88 (-1.32%)
Updated
Feb 21 closing price
Net Assets
128.43B
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PORTX vs RWICX

Header iconPORTX vs RWICX Comparison
Open Charts PORTX vs RWICXBanner chart's image
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.

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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).
PORTXRWICXPORTX / RWICX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years23 years-
Gain YTD4.1654.26998%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets844M128B1%
Annual Yield % from dividends0.581.4341%
Returns for 1 year-2.376.73-35%
Returns for 3 years-5.5815.82-35%
Returns for 5 years19.1331.4061%
Returns for 10 years55.8243.13129%
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