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PORIX vs RWICX
PORIX vs RWICX Comparison
Open Charts PORIX vs RWICX
Trillium ESG Global Equity Institutional
Price$55.64
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets764.76M
American Funds Capital World Gr&Inc R3
Price$71.22
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
PORIX vs RWICX Comparison Chart in %
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PORIX vs. RWICX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. PORIX (765M). 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 (21.73). 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 : 11.97 vs. PORIX (0.14). RWICX return over 5 years is better than : 29.45 vs. PORIX (-1.00).
| 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 | 1.849 | 13.998 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 142B | 1% |
| Annual Yield % from dividends | 0.73 | 1.11 | 66% |
| Returns for 1 year | 0.14 | 11.97 | 1% |
| Returns for 3 years | 11.63 | 44.74 | 26% |
| Returns for 5 years | -1.00 | 29.45 | -3% |
| Returns for 10 years | 67.97 | 72.27 | 94% |
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