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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$62.82
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
American Funds Capital World Gr&Inc R3
Price$75.52
Change-$1.39 (-1.81%)
VolumeN/A
Net Assets144.09B
PORIX vs RWICX Comparison Chart in %
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PORIX vs. RWICX commentary
Nov 14, 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 Hold and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 144B vs. PORIX (796M). RWICX pays higher dividends than PORIX: RWICX (1.11) vs PORIX (0.73). PORIX was incepted earlier than RWICX: PORIX (19 years) vs RWICX (23 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 : 14.66 vs. PORIX (1.78). RWICX return over 5 years is better than : 46.07 vs. PORIX (17.58).
| 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 | 23 years | - |
| Gain YTD | 16.676 | 23.105 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 796M | 144B | 1% |
| Annual Yield % from dividends | 0.73 | 1.11 | 66% |
| Returns for 1 year | 1.78 | 14.66 | 12% |
| Returns for 3 years | 18.08 | 54.82 | 33% |
| Returns for 5 years | 17.58 | 46.07 | 38% |
| Returns for 10 years | 85.71 | 83.71 | 102% |
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