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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$63.48
Change+$0.55 (+0.87%)
VolumeN/A
Net Assets814.14M
American Funds Capital World Gr&Inc R3
Price$75.55
Change+$0.78 (+1.04%)
VolumeN/A
Net Assets140.77B
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Oct 21, 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 Hold and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 141B vs. PORTX (814M). RWICX pays higher dividends than PORTX: RWICX (1.14) vs PORTX (0.58). PORTX was incepted earlier than RWICX: PORTX (26 years) vs RWICX (23 years). PORTX (1.20) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. PORTX (5.55). PORTX has a lower initial minimum investment than RWICX: PORTX (0) vs RWICX (250). RWICX annual gain was more profitable for investors over the last year : 11.13 vs. PORTX (-0.67). RWICX return over 5 years is better than : 51.26 vs. PORTX (21.76).
| PORTX | RWICX | PORTX / RWICX | |
| Total Expense Ratio | 1.20 | 1.06 | 113% |
| Annual Report Gross Expense Ratio | 1.20 | 1.06 | 113% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 15.460 | 20.929 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 141B | 1% |
| Annual Yield % from dividends | 0.58 | 1.14 | 51% |
| Returns for 1 year | -0.67 | 11.13 | -6% |
| Returns for 3 years | 28.81 | 65.65 | 44% |
| Returns for 5 years | 21.76 | 51.26 | 42% |
| Returns for 10 years | 77.05 | 73.72 | 105% |