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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$63.00
Change-$0.38 (-0.60%)
VolumeN/A
Net Assets815.65M
American Funds Capital World Gr&Inc R5
Price$75.87
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Oct 08, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. PORTX (816M). RWIFX pays higher dividends than PORTX: RWIFX (1.64) vs PORTX (0.58). PORTX was incepted earlier than RWIFX: PORTX (26 years) vs RWIFX (23 years). PORTX (1.20) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). 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 : 12.58 vs. PORTX (0.95). RWIFX return over 5 years is better than : 53.80 vs. PORTX (22.40).
| PORTX | RWIFX | PORTX / RWIFX | |
| Total Expense Ratio | 1.20 | 0.46 | 261% |
| Annual Report Gross Expense Ratio | 1.20 | 0.46 | 261% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 15.278 | 20.903 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 142B | 1% |
| Annual Yield % from dividends | 0.58 | 1.64 | 36% |
| Returns for 1 year | 0.95 | 12.58 | 8% |
| Returns for 3 years | 31.32 | 70.62 | 44% |
| Returns for 5 years | 22.40 | 53.80 | 42% |
| Returns for 10 years | 80.27 | 80.85 | 99% |
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