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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$61.95
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets828.43M
American Funds Capital World Gr&Inc R4
Price$74.64
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
PORTX vs RWIEX Comparison Chart in %
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PORTX vs. RWIEX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. PORTX (828M). RWIEX pays higher dividends than PORTX: RWIEX (1.43) vs PORTX (0.59). 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 : 13.35 vs. PORTX (-1.81). RWIEX return over 5 years is better than : 52.81 vs. PORTX (23.53).
| 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 | 12.550 | 19.077 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 141B | 1% |
| Annual Yield % from dividends | 0.59 | 1.43 | 42% |
| Returns for 1 year | -1.81 | 13.35 | -14% |
| Returns for 3 years | 19.76 | 58.93 | 34% |
| Returns for 5 years | 23.53 | 52.81 | 45% |
| Returns for 10 years | 81.81 | 81.18 | 101% |
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