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PORTX vs RWICX
PORTX vs RWICX Comparison
Open Charts PORTX vs RWICX
Trillium ESG Global Equity Investor
Price$56.18
Change+$0.13 (+0.23%)
VolumeN/A
Net Assets764.76M
American Funds Capital World Gr&Inc R3
Price$71.30
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
PORTX vs RWICX Comparison Chart in %
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PORTX vs. RWICX commentary
Dec 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 PORTX is a Buy and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 142B vs. PORTX (765M). RWICX pays higher dividends than PORTX: RWICX (1.11) vs PORTX (0.57). PORTX was incepted earlier than RWICX: PORTX (26 years) vs RWICX (24 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 (21.73). 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 : 11.97 vs. PORTX (0.23). RWICX return over 5 years is better than : 29.45 vs. PORTX (-1.50).
| 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 | 24 years | - |
| Gain YTD | 1.946 | 13.998 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 142B | 1% |
| Annual Yield % from dividends | 0.57 | 1.11 | 52% |
| Returns for 1 year | 0.23 | 11.97 | 2% |
| Returns for 3 years | 11.28 | 44.74 | 25% |
| Returns for 5 years | -1.50 | 29.45 | -5% |
| Returns for 10 years | 65.62 | 72.27 | 91% |
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