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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$52.69
Change-$1.46 (-2.70%)
VolumeN/A
Net Assets778.13M
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
PORTX vs RWIEX Comparison Chart
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PORTX vs. RWIEX commentary
Apr 04, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. PORTX (778M). RWIEX pays higher dividends than PORTX: RWIEX (1.63) vs PORTX (0.67). 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 : 0.23 vs. PORTX (-8.95). RWIEX return over 5 years is better than : 68.33 vs. PORTX (48.56).
| 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 | -1.510 | 0.869 | -174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 123B | 1% |
| Annual Yield % from dividends | 0.67 | 1.63 | 41% |
| Returns for 1 year | -8.95 | 0.23 | -3,915% |
| Returns for 3 years | -13.42 | 11.51 | -117% |
| Returns for 5 years | 48.56 | 68.33 | 71% |
| Returns for 10 years | 46.86 | 41.09 | 114% |
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