Interact to see
Advertisement
Advertisement
PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$60.71
Change+$0.33 (+0.55%)
VolumeN/A
Net Assets821.99M
American Funds Capital World Gr&Inc R5
Price$71.95
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets135.35B
PORTX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PORTX vs. RWIFX commentary
Aug 10, 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: 135B vs. PORTX (822M). RWIFX pays higher dividends than PORTX: RWIFX (1.72) vs PORTX (0.61). 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 : 14.72 vs. PORTX (2.22). RWIFX return over 5 years is better than : 48.65 vs. PORTX (24.25).
| 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 | 10.422 | 14.277 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 135B | 1% |
| Annual Yield % from dividends | 0.61 | 1.72 | 35% |
| Returns for 1 year | 2.22 | 14.72 | 15% |
| Returns for 3 years | 8.74 | 45.39 | 19% |
| Returns for 5 years | 24.25 | 48.65 | 50% |
| Returns for 10 years | 66.01 | 63.10 | 105% |