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PORIX vs RWIFX
PORIX vs RWIFX Comparison
Open Charts PORIX vs RWIFX
Trillium ESG Global Equity Institutional
Price$58.50
Change-$0.80 (-1.35%)
VolumeN/A
Net Assets817.09M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
PORIX vs RWIFX Comparison Chart
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PORIX vs. RWIFX commentary
Jun 15, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. PORIX (817M). RWIFX pays higher dividends than PORIX: RWIFX (1.80) vs PORIX (0.79). PORIX was incepted earlier than RWIFX: PORIX (18 years) vs RWIFX (23 years). PORIX (0.99) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). RWIFX has a lower initial minimum investment than PORIX: RWIFX (250) vs PORIX (100000). RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. PORIX (-3.85). RWIFX return over 5 years is better than : 53.30 vs. PORIX (34.55).
| PORIX | RWIFX | PORIX / RWIFX | |
| Total Expense Ratio | 0.99 | 0.46 | 215% |
| Annual Report Gross Expense Ratio | 0.99 | 0.46 | 215% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 7.084 | 9.163 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 131B | 1% |
| Annual Yield % from dividends | 0.79 | 1.80 | 44% |
| Returns for 1 year | -3.85 | 6.65 | -58% |
| Returns for 3 years | 15.06 | 45.12 | 33% |
| Returns for 5 years | 34.55 | 53.30 | 65% |
| Returns for 10 years | 63.21 | 53.59 | 118% |
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