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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$63.71
Change+$0.17 (+0.27%)
VolumeN/A
Net Assets796.86M
American Funds Capital World Gr&Inc R4
Price$77.11
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. PORIX (797M). RWIEX pays higher dividends than PORIX: RWIEX (1.34) vs PORIX (0.73). 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 : 12.63 vs. PORIX (0.60). RWIEX return over 5 years is better than : 41.32 vs. PORIX (13.34).
| 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 | 16.017 | 22.028 | 73% |
| 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 | 1.34 | 54% |
| Returns for 1 year | 0.60 | 12.63 | 5% |
| Returns for 3 years | 14.90 | 49.50 | 30% |
| Returns for 5 years | 13.34 | 41.32 | 32% |
| Returns for 10 years | 78.05 | 79.81 | 98% |
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