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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$63.09
Change-$0.92 (-1.44%)
VolumeN/A
Net Assets795.64M
American Funds Capital World Gr&Inc R3
Price$75.52
Change-$1.39 (-1.81%)
VolumeN/A
Net Assets144.09B
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Nov 14, 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: 144B vs. PORTX (796M). RWICX pays higher dividends than PORTX: RWICX (1.11) 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 : 14.66 vs. PORTX (1.58). RWICX return over 5 years is better than : 46.07 vs. PORTX (16.58).
| 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 | 16.424 | 23.105 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 796M | 144B | 1% |
| Annual Yield % from dividends | 0.58 | 1.11 | 52% |
| Returns for 1 year | 1.58 | 14.66 | 11% |
| Returns for 3 years | 17.72 | 54.82 | 32% |
| Returns for 5 years | 16.58 | 46.07 | 36% |
| Returns for 10 years | 83.12 | 83.71 | 99% |
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