Interact to see
Advertisement
Advertisement
PORIX vs RWIFX
PORIX vs RWIFX Comparison
Open Charts PORIX vs RWIFX
Trillium ESG Global Equity Institutional
Price$61.75
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets810.03M
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
PORIX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PORIX vs. RWIFX commentary
Sep 28, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. PORIX (810M). RWIFX pays higher dividends than PORIX: RWIFX (1.69) vs PORIX (0.75). PORIX was incepted earlier than RWIFX: PORIX (19 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 : 9.77 vs. PORIX (-3.21). RWIFX return over 5 years is better than : 56.94 vs. PORIX (27.25).
| PORIX | RWIFX | PORIX / RWIFX | |
| Total Expense Ratio | 0.99 | 0.46 | 215% |
| Annual Report Gross Expense Ratio | 0.99 | 0.46 | 215% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.033 | 19.119 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 140B | 1% |
| Annual Yield % from dividends | 0.75 | 1.69 | 45% |
| Returns for 1 year | -3.21 | 9.77 | -33% |
| Returns for 3 years | 29.24 | 71.31 | 41% |
| Returns for 5 years | 27.25 | 56.94 | 48% |
| Returns for 10 years | 91.25 | 92.50 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement