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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$55.09
Change-$1.60 (-2.82%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
PORTX vs RWIFX Comparison Chart
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PORTX vs. RWIFX commentary
Dec 19, 2024
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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. PORTX (891M). RWIFX pays higher dividends than PORTX: RWIFX (1.94) vs PORTX (0.58). PORTX was incepted earlier than RWIFX: PORTX (25 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). PORTX has a lower initial minimum investment than RWIFX: PORTX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 12.33 vs. PORTX (1.85). RWIFX return over 5 years is better than : 33.65 vs. PORTX (19.25).
| PORTX | RWIFX | PORTX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | -0.018 | 10.727 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 891M | 121B | 1% |
| Annual Yield % from dividends | 0.58 | 1.94 | 30% |
| Returns for 1 year | 1.85 | 12.33 | 15% |
| Returns for 3 years | -14.19 | 10.56 | -134% |
| Returns for 5 years | 19.25 | 33.65 | 57% |
| Returns for 10 years | 61.74 | 49.13 | 126% |
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