PORTX
Price
$60.17
Change
+$0.58 (+0.97%)
Updated
Jun 27 closing price
Net Assets
825.98M
RWIEX
Price
$70.65
Change
+$0.39 (+0.56%)
Updated
Jun 27 closing price
Net Assets
134.85B
Interact to see
Advertisement

PORTX vs RWIEX

Header iconPORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEXBanner chart's image
Trillium ESG Global Equity Investor
Price$60.17
Change+$0.58 (+0.97%)
VolumeN/A
Net Assets825.98M
American Funds Capital World Gr&Inc R4
Price$70.65
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets134.85B
PORTX vs RWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PORTX vs. RWIEX commentary
Jun 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. PORTX (826M). RWIEX pays higher dividends than PORTX: RWIEX (1.53) vs PORTX (0.62). 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 : 9.69 vs. PORTX (-1.91). RWIEX return over 5 years is better than : 56.62 vs. PORTX (35.62).
PORTXRWIEXPORTX / RWIEX
Total Expense Ratio1.200.76158%
Annual Report Gross Expense Ratio1.200.76158%
Fund Existence26 years23 years-
Gain YTD9.44012.41976%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets826M135B1%
Annual Yield % from dividends0.621.5341%
Returns for 1 year-1.919.69-20%
Returns for 3 years14.5447.0331%
Returns for 5 years35.6256.6263%
Returns for 10 years67.5960.44112%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SQFT4.890.51
+11.64%
Presidio Property Trust Inc
BPRN31.590.76
+2.47%
Princeton Bancorp
QSR65.35-0.20
-0.31%
Restaurant Brands International
AXL4.18-0.02
-0.48%
American Axle & Manufacturing Holdings
NEOG4.73-0.06
-1.25%
Neogen Corp