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PORTX vs RWIEX
PORTX vs RWIEX Comparison
Open Charts PORTX vs RWIEX
Trillium ESG Global Equity Investor
Price$56.18
Change+$0.13 (+0.23%)
VolumeN/A
Net Assets764.76M
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
PORTX vs RWIEX Comparison Chart in %
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PORTX vs. RWIEX 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 RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. PORTX (765M). RWIEX pays higher dividends than PORTX: RWIEX (1.34) vs PORTX (0.57). PORTX was incepted earlier than RWIEX: PORTX (26 years) vs RWIEX (24 years). PORTX (1.20) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. PORTX (21.73). PORTX has a lower initial minimum investment than RWIEX: PORTX (0) vs RWIEX (250). RWIEX annual gain was more profitable for investors over the last year : 12.27 vs. PORTX (0.23). RWIEX return over 5 years is better than : 31.06 vs. PORTX (-1.50).
| PORTX | RWIEX | PORTX / RWIEX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 1.946 | 14.307 | 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 | 1.34 | 43% |
| Returns for 1 year | 0.23 | 12.27 | 2% |
| Returns for 3 years | 11.28 | 46.06 | 24% |
| Returns for 5 years | -1.50 | 31.06 | -5% |
| Returns for 10 years | 65.62 | 74.52 | 88% |
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