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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$55.09
Change-$1.60 (-2.82%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
PORTX vs RWIEX Comparison Chart
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PORTX vs. RWIEX commentary
Dec 19, 2024
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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. PORTX (891M). RWIEX pays higher dividends than PORTX: RWIEX (1.68) vs PORTX (0.58). PORTX was incepted earlier than RWIEX: PORTX (25 years) vs RWIEX (22 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 : 12.05 vs. PORTX (1.85). RWIEX return over 5 years is better than : 32.50 vs. PORTX (19.25).
| PORTX | RWIEX | PORTX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | -0.018 | 10.464 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 891M | 121B | 1% |
| Annual Yield % from dividends | 0.58 | 1.68 | 35% |
| Returns for 1 year | 1.85 | 12.05 | 15% |
| Returns for 3 years | -14.19 | 9.96 | -142% |
| Returns for 5 years | 19.25 | 32.50 | 59% |
| Returns for 10 years | 61.74 | 47.77 | 129% |
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