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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$59.30
Change+$0.29 (+0.49%)
VolumeN/A
Net Assets821.43M
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
PORTX vs RWIEX Comparison Chart
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PORTX vs. RWIEX commentary
Jun 07, 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: 131B vs. PORTX (821M). 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 : 6.35 vs. PORTX (-3.60). RWIEX return over 5 years is better than : 45.88 vs. PORTX (27.48).
| 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 | 7.330 | 9.038 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 131B | 1% |
| Annual Yield % from dividends | 0.62 | 1.53 | 41% |
| Returns for 1 year | -3.60 | 6.35 | -57% |
| Returns for 3 years | 4.17 | 29.04 | 14% |
| Returns for 5 years | 27.48 | 45.88 | 60% |
| Returns for 10 years | 62.69 | 53.09 | 118% |
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