Interact to see
Advertisement
Advertisement
PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
PORTX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PORTX vs. RWIFX commentary
Jun 24, 2026
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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 160B vs. PORTX (754M). RWIFX pays higher dividends than PORTX: RWIFX (1.57) vs PORTX (0.35). PORTX was incepted earlier than RWIFX: PORTX (27 years) vs RWIFX (24 years). PORTX (1.26) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 44.00 vs. PORTX (21.73). 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 : 22.26 vs. PORTX (3.08). RWIFX return over 5 years is better than : 37.12 vs. PORTX (-7.02).
| PORTX | RWIFX | PORTX / RWIFX | |
| Total Expense Ratio | 1.24 | 0.46 | 270% |
| Annual Report Gross Expense Ratio | 1.26 | 0.46 | 274% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 7.499 | 15.808 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 160B | 0% |
| Annual Yield % from dividends | 0.35 | 1.57 | 22% |
| Returns for 1 year | 3.08 | 22.26 | 14% |
| Returns for 3 years | 6.22 | 54.76 | 11% |
| Returns for 5 years | -7.02 | 37.12 | -19% |
| Returns for 10 years | 83.22 | 112.87 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement