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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 158B vs. PORTX (754M). 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 : 15.59 vs. PORTX (1.73). RWIEX return over 5 years is better than : 33.16 vs. PORTX (-8.79).
| 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 | 9.117 | 14.010 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 158B | 0% |
| Annual Yield % from dividends | 0.35 | 1.34 | 26% |
| Returns for 1 year | 1.73 | 15.59 | 11% |
| Returns for 3 years | 3.93 | 44.11 | 9% |
| Returns for 5 years | -8.79 | 33.16 | -26% |
| Returns for 10 years | 73.19 | 94.02 | 78% |
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