PORTX
Price
$59.01
Change
-$0.03 (-0.05%)
Updated
Jun 5 closing price
Net Assets
821.43M
RWIFX
Price
$69.13
Change
+$0.25 (+0.36%)
Updated
Jun 6 closing price
Net Assets
130.86B
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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$59.01
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets821.43M
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
PORTX vs RWIFX Comparison Chart
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PORTX vs. RWIFX commentary
Jun 07, 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: 131B vs. PORTX (821M). 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 : 6.69 vs. PORTX (-3.47). RWIFX return over 5 years is better than : 47.37 vs. PORTX (27.55).
PORTXRWIFXPORTX / RWIFX
Total Expense Ratio1.200.46261%
Annual Report Gross Expense Ratio1.200.46261%
Fund Existence26 years23 years-
Gain YTD7.3859.17381%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets821M131B1%
Annual Yield % from dividends0.621.8034%
Returns for 1 year-3.476.69-52%
Returns for 3 years4.6629.9416%
Returns for 5 years27.5547.3758%
Returns for 10 years62.2654.73114%
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