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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$60.71
Change+$0.33 (+0.55%)
VolumeN/A
Net Assets821.99M
American Funds Capital World Gr&Inc R4
Price$71.69
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets136.03B
PORTX vs RWIEX Comparison Chart in %
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PORTX vs. RWIEX commentary
Aug 10, 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: 136B vs. PORTX (822M). RWIEX pays higher dividends than PORTX: RWIEX (1.46) vs PORTX (0.61). 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 : 14.36 vs. PORTX (2.22). RWIEX return over 5 years is better than : 47.04 vs. PORTX (24.25).
| 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 | 10.422 | 14.074 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 136B | 1% |
| Annual Yield % from dividends | 0.61 | 1.46 | 42% |
| Returns for 1 year | 2.22 | 14.36 | 15% |
| Returns for 3 years | 8.74 | 44.25 | 20% |
| Returns for 5 years | 24.25 | 47.04 | 52% |
| Returns for 10 years | 66.01 | 61.25 | 108% |
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