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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$61.96
Change-$0.41 (-0.66%)
VolumeN/A
Net Assets786.42M
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
PORTX vs RWIEX Comparison Chart in %
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PORTX vs. RWIEX commentary
Nov 20, 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 140B vs. PORTX (786M). RWIEX pays higher dividends than PORTX: RWIEX (1.35) vs PORTX (0.58). PORTX was incepted earlier than RWIEX: PORTX (26 years) vs RWIEX (23 years). PORTX (1.20) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than RWIEX: PORTX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 12.15 vs. PORTX (0.28). RWIEX return over 5 years is better than : 41.53 vs. PORTX (12.78).
| PORTX | RWIEX | PORTX / RWIEX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 13.441 | 18.853 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 140B | 1% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | 0.28 | 12.15 | 2% |
| Returns for 3 years | 15.81 | 50.64 | 31% |
| Returns for 5 years | 12.78 | 41.53 | 31% |
| Returns for 10 years | 72.79 | 73.90 | 98% |
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