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PORTX vs RWIEX
PORTX vs RWIEX Comparison
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PORTX vs RWIEX Comparison Chart in %
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PORTX vs. RWIEX commentary
Aug 23, 2026
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: 156B vs. PORTX (764M). RWIEX pays higher dividends than PORTX: RWIEX (1.34) vs PORTX (0.35). PORTX was incepted earlier than RWIEX: PORTX (27 years) vs RWIEX (24 years). PORTX (1.26) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 44.00 vs. PORTX (21.73). 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 : 17.19 vs. PORTX (2.15). RWIEX return over 5 years is better than : 37.10 vs. PORTX (-7.97).
| PORTX | RWIEX | PORTX / RWIEX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 1.26 | 0.76 | 166% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 11.491 | 17.020 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 764M | 156B | 0% |
| Annual Yield % from dividends | 0.35 | 1.34 | 26% |
| Returns for 1 year | 2.15 | 17.19 | 13% |
| Returns for 3 years | 11.93 | 54.81 | 22% |
| Returns for 5 years | -7.97 | 37.10 | -21% |
| Returns for 10 years | 74.08 | 94.80 | 78% |
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