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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$62.82
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. PORIX (796M). RWIEX pays higher dividends than PORIX: RWIEX (1.35) 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 : 15.02 vs. PORIX (1.78). RWIEX return over 5 years is better than : 47.80 vs. PORIX (17.58).
| 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 | 16.676 | 23.416 | 71% |
| 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 | 1.35 | 54% |
| Returns for 1 year | 1.78 | 15.02 | 12% |
| Returns for 3 years | 18.08 | 56.15 | 32% |
| Returns for 5 years | 17.58 | 47.80 | 37% |
| Returns for 10 years | 85.71 | 86.00 | 100% |
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