Interact to see
Advertisement
Advertisement
PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$63.71
Change+$0.17 (+0.27%)
VolumeN/A
Net Assets796.86M
American Funds Capital World Gr&Inc R3
Price$76.65
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
PORIX vs RWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PORIX vs. RWICX commentary
Dec 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 PORIX is a Buy and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. PORIX (797M). RWICX pays higher dividends than PORIX: RWICX (1.11) vs PORIX (0.73). PORIX was incepted earlier than RWICX: PORIX (19 years) vs RWICX (24 years). RWICX (1.06) is less costly to investors than PORIX (0.99). RWICX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). RWICX has a lower initial minimum investment than PORIX: RWICX (250) vs PORIX (100000). RWICX annual gain was more profitable for investors over the last year : 12.26 vs. PORIX (0.60). RWICX return over 5 years is better than : 39.67 vs. PORIX (13.34).
| PORIX | RWICX | PORIX / RWICX | |
| Total Expense Ratio | 0.99 | 1.06 | 93% |
| Annual Report Gross Expense Ratio | 0.99 | 1.06 | 93% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 16.017 | 21.697 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 142B | 1% |
| Annual Yield % from dividends | 0.73 | 1.11 | 66% |
| Returns for 1 year | 0.60 | 12.26 | 5% |
| Returns for 3 years | 14.90 | 48.23 | 31% |
| Returns for 5 years | 13.34 | 39.67 | 34% |
| Returns for 10 years | 78.05 | 77.58 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers