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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$62.37
Change-$0.76 (-1.20%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
PORTX vs RWIFX Comparison Chart
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PORTX vs. RWIFX commentary
Nov 18, 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 StrongSell and RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. PORTX (912M). 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 : 19.46 vs. PORTX (11.43). RWIFX return over 5 years is better than : 39.97 vs. PORTX (33.56).
| 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 | 8.943 | 13.399 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 125B | 1% |
| Annual Yield % from dividends | 0.58 | 1.94 | 30% |
| Returns for 1 year | 11.43 | 19.46 | 59% |
| Returns for 3 years | -12.11 | 3.86 | -314% |
| Returns for 5 years | 33.56 | 39.97 | 84% |
| Returns for 10 years | 56.75 | 50.91 | 111% |
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