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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$63.00
Change-$0.38 (-0.60%)
VolumeN/A
Net Assets815.65M
American Funds Capital World Gr&Inc R3
Price$75.19
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Oct 08, 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 Hold and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. PORTX (816M). RWICX pays higher dividends than PORTX: RWICX (1.14) vs PORTX (0.58). 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 : 11.86 vs. PORTX (0.95). RWICX return over 5 years is better than : 50.26 vs. PORTX (22.40).
| 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 | 15.278 | 20.352 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 142B | 1% |
| Annual Yield % from dividends | 0.58 | 1.14 | 51% |
| Returns for 1 year | 0.95 | 11.86 | 8% |
| Returns for 3 years | 31.32 | 67.73 | 46% |
| Returns for 5 years | 22.40 | 50.26 | 45% |
| Returns for 10 years | 80.27 | 76.44 | 105% |
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