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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Aug 03, 2026
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: 158B vs. PORTX (754M). RWICX pays higher dividends than PORTX: RWICX (1.09) vs PORTX (0.35). PORTX was incepted earlier than RWICX: PORTX (27 years) vs RWICX (24 years). PORTX (1.26) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 44.00 vs. PORTX (21.73). 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 : 15.18 vs. PORTX (1.73). RWICX return over 5 years is better than : 31.44 vs. PORTX (-8.79).
| PORTX | RWICX | PORTX / RWICX | |
| Total Expense Ratio | 1.24 | 1.06 | 117% |
| Annual Report Gross Expense Ratio | 1.26 | 1.06 | 119% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 9.117 | 13.814 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 158B | 0% |
| Annual Yield % from dividends | 0.35 | 1.09 | 32% |
| Returns for 1 year | 1.73 | 15.18 | 11% |
| Returns for 3 years | 3.93 | 42.71 | 9% |
| Returns for 5 years | -8.79 | 31.44 | -28% |
| Returns for 10 years | 73.19 | 91.15 | 80% |
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