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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$62.65
Change+$0.29 (+0.47%)
VolumeN/A
Net Assets807.14M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX commentary
Oct 21, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. PORIX (807M). RWIEX pays higher dividends than PORIX: RWIEX (1.38) vs PORIX (0.74). PORIX was incepted earlier than RWIEX: PORIX (19 years) vs RWIEX (23 years). PORIX (0.99) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). RWIEX has a lower initial minimum investment than PORIX: RWIEX (250) vs PORIX (100000). RWIEX annual gain was more profitable for investors over the last year : 10.77 vs. PORIX (-0.95). RWIEX return over 5 years is better than : 50.71 vs. PORIX (21.43).
| PORIX | RWIEX | PORIX / RWIEX | |
| Total Expense Ratio | 0.99 | 0.76 | 130% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 14.681 | 19.970 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 807M | 141B | 1% |
| Annual Yield % from dividends | 0.74 | 1.38 | 54% |
| Returns for 1 year | -0.95 | 10.77 | -9% |
| Returns for 3 years | 27.89 | 66.98 | 42% |
| Returns for 5 years | 21.43 | 50.71 | 42% |
| Returns for 10 years | 80.83 | 77.20 | 105% |
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