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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$60.17
Change+$0.58 (+0.97%)
VolumeN/A
Net Assets825.98M
American Funds Capital World Gr&Inc R3
Price$70.26
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.85B
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Jun 29, 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: 135B vs. PORTX (826M). 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 : 9.33 vs. PORTX (-1.91). RWICX return over 5 years is better than : 54.90 vs. PORTX (35.62).
| 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 | 9.440 | 12.250 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 135B | 1% |
| Annual Yield % from dividends | 0.62 | 1.26 | 49% |
| Returns for 1 year | -1.91 | 9.33 | -20% |
| Returns for 3 years | 14.54 | 45.89 | 32% |
| Returns for 5 years | 35.62 | 54.90 | 65% |
| Returns for 10 years | 67.59 | 58.55 | 115% |
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