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PORIX vs RWIHX
PORIX vs RWIHX Comparison
Open Charts PORIX vs RWIHX
Trillium ESG Global Equity Institutional
Price$60.91
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets830.55M
American Funds Capital World Gr&Inc R5E
Price$72.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
PORIX vs RWIHX Comparison Chart in %
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PORIX vs. RWIHX commentary
Jul 27, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. PORIX (831M). RWIHX pays higher dividends than PORIX: RWIHX (1.64) vs PORIX (0.76). PORIX was incepted earlier than RWIHX: PORIX (18 years) vs RWIHX (10 years). PORIX (0.99) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. PORIX (5.55). RWIHX has a lower initial minimum investment than PORIX: RWIHX (250) vs PORIX (100000). RWIHX annual gain was more profitable for investors over the last year : 14.00 vs. PORIX (1.65). RWIHX return over 5 years is better than : 52.28 vs. PORIX (29.97).
| PORIX | RWIHX | PORIX / RWIHX | |
| Total Expense Ratio | 0.99 | 0.56 | 177% |
| Annual Report Gross Expense Ratio | 0.99 | 0.56 | 177% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 11.496 | 15.134 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 831M | 137B | 1% |
| Annual Yield % from dividends | 0.76 | 1.64 | 47% |
| Returns for 1 year | 1.65 | 14.00 | 12% |
| Returns for 3 years | 14.91 | 51.75 | 29% |
| Returns for 5 years | 29.97 | 52.28 | 57% |
| Returns for 10 years | 70.98 | N/A | - |