PORTX
Price
$53.09
Change
+$0.66 (+1.26%)
Updated
Apr 23 closing price
Net Assets
742.68M
RWIEX
Price
$61.94
Change
+$0.83 (+1.36%)
Updated
Apr 23 closing price
Net Assets
117.94B
Ad is loading...

PORTX vs RWIEX

Header iconPORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEXBanner chart's image
Trillium ESG Global Equity Investor
Price$53.09
Change+$0.66 (+1.26%)
VolumeN/A
Net Assets742.68M
American Funds Capital World Gr&Inc R4
Price$61.94
Change+$0.83 (+1.36%)
VolumeN/A
Net Assets117.94B
PORTX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PORTX vs. RWIEX commentary
Apr 25, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 118B vs. PORTX (743M). RWIEX pays higher dividends than PORTX: RWIEX (1.63) vs PORTX (0.67). 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 : -1.48 vs. PORTX (-9.44). RWIEX return over 5 years is better than : 46.71 vs. PORTX (29.61).
PORTXRWIEXPORTX / RWIEX
Total Expense Ratio1.200.76158%
Annual Report Gross Expense Ratio1.200.76158%
Fund Existence26 years23 years-
Gain YTD-4.638-3.248143%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets743M118B1%
Annual Yield % from dividends0.671.6341%
Returns for 1 year-9.44-1.48636%
Returns for 3 years-10.3814.79-70%
Returns for 5 years29.6146.7163%
Returns for 10 years39.9231.87125%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ODMCX9.69N/A
N/A
JPMorgan SMID Cap Equity C
PHSKX53.12N/A
N/A
Virtus KAR Mid-Cap Growth A
IUTCX25.02N/A
N/A
Invesco Dividend Income C
RIRGX70.25N/A
N/A
American Funds Capital Income Bldr R6
COPLX165.26N/A
N/A
Copley Fund