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PORTX vs RWIFX
PORTX vs RWIFX Comparison
Open Charts PORTX vs RWIFX
PORTX vs RWIFX Comparison Chart in %
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PORTX vs. RWIFX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. PORTX (754M). RWIFX pays higher dividends than PORTX: RWIFX (1.58) 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 : 14.51 vs. PORTX (0.37). RWIFX return over 5 years is better than : 32.89 vs. PORTX (-8.95).
| 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 | 8.416 | 13.411 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 158B | 0% |
| Annual Yield % from dividends | 0.35 | 1.58 | 22% |
| Returns for 1 year | 0.37 | 14.51 | 3% |
| Returns for 3 years | 3.46 | 45.55 | 8% |
| Returns for 5 years | -8.95 | 32.89 | -27% |
| Returns for 10 years | 73.94 | 95.65 | 77% |
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