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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
Trillium ESG Global Equity Investor
Price$52.69
Change-$1.46 (-2.70%)
VolumeN/A
Net Assets778.13M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
PORTX vs RWIFX Comparison Chart
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PORTX vs. RWIFX commentary
Apr 04, 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.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. PORTX (778M). 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 : 0.55 vs. PORTX (-8.95). RWIFX return over 5 years is better than : 70.05 vs. PORTX (48.56).
| 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 | -1.510 | 0.945 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 123B | 1% |
| Annual Yield % from dividends | 0.67 | 1.93 | 35% |
| Returns for 1 year | -8.95 | 0.55 | -1,634% |
| Returns for 3 years | -13.42 | 12.30 | -109% |
| Returns for 5 years | 48.56 | 70.05 | 69% |
| Returns for 10 years | 46.86 | 42.59 | 110% |
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