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PORIX vs RWIEX
PORIX vs RWIEX Comparison
Open Charts PORIX vs RWIEX
Trillium ESG Global Equity Institutional
Price$56.24
Change+$0.20 (+0.36%)
VolumeN/A
Net Assets773.8M
American Funds Capital World Gr&Inc R4
Price$74.02
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
PORIX vs RWIEX Comparison Chart in %
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PORIX vs. RWIEX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. PORIX (774M). RWIEX pays higher dividends than PORIX: RWIEX (1.51) vs PORIX (0.62). 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 : 17.71 vs. PORIX (3.07). RWIEX return over 5 years is better than : 31.54 vs. PORIX (-2.28).
| 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 | 1.884 | 3.888 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 142B | 1% |
| Annual Yield % from dividends | 0.62 | 1.51 | 41% |
| Returns for 1 year | 3.07 | 17.71 | 17% |
| Returns for 3 years | 6.83 | 43.71 | 16% |
| Returns for 5 years | -2.28 | 31.54 | -7% |
| Returns for 10 years | 87.21 | 99.69 | 87% |
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