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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$55.63
Change+$0.24 (+0.43%)
VolumeN/A
Net Assets842.75M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
PORTX vs RWIEX Comparison Chart
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PORTX vs. RWIEX commentary
Jan 19, 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 Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. PORTX (843M). RWIEX pays higher dividends than PORTX: RWIEX (1.68) vs PORTX (0.58). PORTX was incepted earlier than RWIEX: PORTX (25 years) vs RWIEX (23 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 : 10.94 vs. PORTX (-0.87). RWIEX return over 5 years is better than : 27.76 vs. PORTX (14.94).
| PORTX | RWIEX | PORTX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 0.746 | 2.068 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 127B | 1% |
| Annual Yield % from dividends | 0.58 | 1.68 | 35% |
| Returns for 1 year | -0.87 | 10.94 | -8% |
| Returns for 3 years | -14.68 | 8.62 | -170% |
| Returns for 5 years | 14.94 | 27.76 | 54% |
| Returns for 10 years | 58.46 | 47.94 | 122% |
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