PORTX
Price
$53.09
Change
+$0.66 (+1.26%)
Updated
Apr 23 closing price
Net Assets
742.68M
RWIFX
Price
$62.15
Change
+$0.82 (+1.34%)
Updated
Apr 23 closing price
Net Assets
117.94B
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PORTX vs RWIFX

Header iconPORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFXBanner chart's image
Trillium ESG Global Equity Investor
Price$53.09
Change+$0.66 (+1.26%)
VolumeN/A
Net Assets742.68M
American Funds Capital World Gr&Inc R5
Price$62.15
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
PORTX vs RWIFX Comparison Chart
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PORTX vs. RWIFX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 118B vs. PORTX (743M). RWIFX pays higher dividends than PORTX: RWIFX (1.93) vs PORTX (0.67). 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 : -1.15 vs. PORTX (-9.44). RWIFX return over 5 years is better than : 48.26 vs. PORTX (29.61).
PORTXRWIFXPORTX / RWIFX
Total Expense Ratio1.200.46261%
Annual Report Gross Expense Ratio1.200.46261%
Fund Existence26 years23 years-
Gain YTD-4.638-3.145147%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets743M118B1%
Annual Yield % from dividends0.671.9335%
Returns for 1 year-9.44-1.15823%
Returns for 3 years-10.3815.61-66%
Returns for 5 years29.6148.2661%
Returns for 10 years39.9233.30120%
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