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PORIX vs RWBEX
PORIX vs RWBEX Comparison
Open Charts PORIX vs RWBEX
Trillium ESG Global Equity Institutional
Price$58.50
Change-$0.80 (-1.35%)
VolumeN/A
Net Assets817.09M
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
PORIX vs RWBEX Comparison Chart
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PORIX vs. RWBEX commentary
Jun 15, 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 PORIX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. PORIX (817M). RWBEX pays higher dividends than PORIX: RWBEX (1.11) vs PORIX (0.79). PORIX was incepted earlier than RWBEX: PORIX (18 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than PORIX (0.99). RWBEX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). RWBEX has a lower initial minimum investment than PORIX: RWBEX (250) vs PORIX (100000). RWBEX annual gain was more profitable for investors over the last year : 5.84 vs. PORIX (-3.85). RWBEX return over 5 years is better than : 49.52 vs. PORIX (34.55).
| PORIX | RWBEX | PORIX / RWBEX | |
| Total Expense Ratio | 0.99 | 1.21 | 82% |
| Annual Report Gross Expense Ratio | 0.99 | 1.21 | 82% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 7.084 | 8.807 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 131B | 1% |
| Annual Yield % from dividends | 0.79 | 1.11 | 71% |
| Returns for 1 year | -3.85 | 5.84 | -66% |
| Returns for 3 years | 15.06 | 42.36 | 36% |
| Returns for 5 years | 34.55 | 49.52 | 70% |
| Returns for 10 years | 63.21 | 49.42 | 128% |
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