PORTX
Price
$58.77
Change
-$0.79 (-1.33%)
Updated
Jun 23 closing price
Net Assets
753.7M
RWICX
Price
$79.77
Change
-$1.56 (-1.92%)
Updated
Jun 23 closing price
Net Assets
159.53B
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PORTX vs RWICX

PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Jun 24, 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 Hold and RWICX is a Hold.

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FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 160B 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 : 18.44 vs. PORTX (2.00). RWICX return over 5 years is better than : 30.33 vs. PORTX (-8.06).
PORTXRWICXPORTX / RWICX
Total Expense Ratio1.241.06117%
Annual Report Gross Expense Ratio1.261.06119%
Fund Existence27 years24 years-
Gain YTD7.10313.26054%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets754M160B0%
Annual Yield % from dividends0.351.0932%
Returns for 1 year2.0018.4411%
Returns for 3 years5.8348.8912%
Returns for 5 years-8.0630.33-27%
Returns for 10 years82.55102.6680%
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