PORTX
Price
$60.17
Change
+$0.58 (+0.97%)
Updated
Jun 27 closing price
Net Assets
825.98M
RWIFX
Price
$70.88
Change
+$0.39 (+0.55%)
Updated
Jun 27 closing price
Net Assets
134.85B
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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$60.17
Change+$0.58 (+0.97%)
VolumeN/A
Net Assets825.98M
American Funds Capital World Gr&Inc R5
Price$70.88
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets134.85B
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Jun 29, 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.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. PORTX (826M). RWIFX pays higher dividends than PORTX: RWIFX (1.80) vs PORTX (0.62). 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 : 10.03 vs. PORTX (-1.91). RWIFX return over 5 years is better than : 58.36 vs. PORTX (35.62).
PORTXRWIFXPORTX / RWIFX
Total Expense Ratio1.200.46261%
Annual Report Gross Expense Ratio1.200.46261%
Fund Existence26 years23 years-
Gain YTD9.44012.57775%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets826M135B1%
Annual Yield % from dividends0.621.8034%
Returns for 1 year-1.9110.03-19%
Returns for 3 years14.5448.1830%
Returns for 5 years35.6258.3661%
Returns for 10 years67.5962.25109%
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