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PORIX vs RWIFX
PORIX vs RWIFX Comparison
Open Charts PORIX vs RWIFX
Trillium ESG Global Equity Institutional
Price$60.58
Change+$0.36 (+0.60%)
VolumeN/A
Net Assets834.01M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
PORIX vs RWIFX Comparison Chart in %
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PORIX vs. RWIFX commentary
Jul 07, 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: 136B vs. PORIX (834M). RWIFX pays higher dividends than PORIX: RWIFX (1.72) vs PORIX (0.76). 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 : 9.68 vs. PORIX (-1.03). RWIFX return over 5 years is better than : 54.61 vs. PORIX (34.33).
| 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 | 10.891 | 13.737 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 136B | 1% |
| Annual Yield % from dividends | 0.76 | 1.72 | 44% |
| Returns for 1 year | -1.03 | 9.68 | -11% |
| Returns for 3 years | 16.71 | 51.39 | 33% |
| Returns for 5 years | 34.33 | 54.61 | 63% |
| Returns for 10 years | 73.15 | 64.73 | 113% |
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