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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$64.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$68.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PORTX vs RWIFX Comparison Chart
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PORTX vs. RWIFX commentary
Sep 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. PORTX (947M). RWIFX pays higher dividends than PORTX: RWIFX (1.94) vs PORTX (0.58). PORTX was incepted earlier than RWIFX: PORTX (25 years) vs RWIFX (22 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. PORTX (10.00). RWIFX has a lower initial minimum investment than PORTX: RWIFX (250) vs PORTX (5000). RWIFX annual gain was more profitable for investors over the last year : 20.37 vs. PORTX (13.58). RWIFX (44.74) and PORTX (42.57) have equivalent 5 years return.
| PORTX | RWIFX | PORTX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 10.410 | 12.691 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 125B | 1% |
| Annual Yield % from dividends | 0.58 | 1.94 | 30% |
| Returns for 1 year | 13.58 | 20.37 | 67% |
| Returns for 3 years | -7.98 | 6.65 | -120% |
| Returns for 5 years | 42.57 | 44.74 | 95% |
| Returns for 10 years | 58.97 | 49.84 | 118% |