Ad is loading...
PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$56.68
Change-$0.59 (-1.03%)
VolumeN/A
Net Assets844.2M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
PORTX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PORTX vs. RWIEX commentary
Feb 23, 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: 128B vs. PORTX (844M). RWIEX pays higher dividends than PORTX: RWIEX (1.68) vs PORTX (0.58). PORTX was incepted earlier than RWIEX: PORTX (25 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). 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 : 7.09 vs. PORTX (-2.37). RWIEX return over 5 years is better than : 32.66 vs. PORTX (19.13).
| PORTX | RWIEX | PORTX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 4.165 | 4.325 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 128B | 1% |
| Annual Yield % from dividends | 0.58 | 1.68 | 35% |
| Returns for 1 year | -2.37 | 7.09 | -33% |
| Returns for 3 years | -5.58 | 16.55 | -34% |
| Returns for 5 years | 19.13 | 32.66 | 59% |
| Returns for 10 years | 55.82 | 44.62 | 125% |
View a ticker or compare two or three
VS
VS
Ad is loading...