Ad is loading...
PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$56.68
Change-$0.59 (-1.03%)
VolumeN/A
Net Assets844.2M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
PORTX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PORTX vs. RWIFX commentary
Feb 23, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. PORTX (844M). 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 : 7.41 vs. PORTX (-2.37). RWIFX return over 5 years is better than : 33.89 vs. PORTX (19.13).
| 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 | 4.165 | 4.358 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 128B | 1% |
| Annual Yield % from dividends | 0.58 | 1.94 | 30% |
| Returns for 1 year | -2.37 | 7.41 | -32% |
| Returns for 3 years | -5.58 | 17.26 | -32% |
| Returns for 5 years | 19.13 | 33.89 | 56% |
| Returns for 10 years | 55.82 | 46.04 | 121% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SAT | 24.59 | 0.04 | +0.16% |
| Saratoga Investment Corp | |||
| USMF | 50.68 | -0.91 | -1.76% |
| WisdomTree US Multifactor | |||
| SPUC | 42.33 | -0.92 | -2.13% |
| Simplify US Equity PLUS Upsd Cnvxty ETF | |||
| CARZ | 60.10 | -1.67 | -2.70% |
| First Trust S-Network Fut Vhcl&Tech ETF | |||
| BULZ | 172.30 | -17.34 | -9.14% |
| MicroSectors™ Slct FANG Inn 3X Lvgd ETNs | |||