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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$55.64
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets764.76M
American Funds Capital World Gr&Inc R4
Price$71.65
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. PORIX (765M). RWIEX pays higher dividends than PORIX: RWIEX (1.34) vs PORIX (0.73). PORIX was incepted earlier than RWIEX: PORIX (19 years) vs RWIEX (24 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 (21.73). 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 : 12.27 vs. PORIX (0.14). RWIEX return over 5 years is better than : 31.06 vs. PORIX (-1.00).
| 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 | 24 years | - |
| Gain YTD | 1.849 | 14.307 | 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 | 1.34 | 54% |
| Returns for 1 year | 0.14 | 12.27 | 1% |
| Returns for 3 years | 11.63 | 46.06 | 25% |
| Returns for 5 years | -1.00 | 31.06 | -3% |
| Returns for 10 years | 67.97 | 74.52 | 91% |
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