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PORTX vs RWBEX
PORTX vs RWBEX Comparison
Open Charts PORTX vs RWBEX
Trillium ESG Global Equity Investor
Price$64.64
Change+$0.30 (+0.47%)
VolumeN/A
Net Assets800.83M
American Funds Capital World Gr&Inc R2E
Price$77.98
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
PORTX vs RWBEX Comparison Chart in %
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PORTX vs. RWBEX commentary
Dec 13, 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 PORTX is a Buy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. PORTX (801M). RWBEX pays higher dividends than PORTX: RWBEX (0.97) vs PORTX (0.57). PORTX was incepted earlier than RWBEX: PORTX (26 years) vs RWBEX (11 years). RWBEX (1.21) and PORTX (1.20) have similar cost to investors . RWBEX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than RWBEX: PORTX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 14.18 vs. PORTX (0.93). RWBEX return over 5 years is better than : 41.13 vs. PORTX (13.22).
| PORTX | RWBEX | PORTX / RWBEX | |
| Total Expense Ratio | 1.20 | 1.21 | 99% |
| Annual Report Gross Expense Ratio | 1.20 | 1.21 | 99% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 17.024 | 23.826 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 142B | 1% |
| Annual Yield % from dividends | 0.57 | 0.97 | 59% |
| Returns for 1 year | 0.93 | 14.18 | 7% |
| Returns for 3 years | 18.78 | 53.40 | 35% |
| Returns for 5 years | 13.22 | 41.13 | 32% |
| Returns for 10 years | 84.99 | 87.21 | 97% |
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